Fairman Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fairman Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.3K	Buy	1,304 +682	+110%	+$21.6K	0.03%	111
2026 Q1	$19.1K	Buy	622 +235	+61%	+$7.13K	0.02%	128
2025 Q4	$10.6K	Hold	387	–	–	0.01%	153
2025 Q3	$10.6K	Buy	387 +365	+1,659%	+$9.96K	0.01%	163
2025 Q2	$573	Buy	22 +1	+5%	+$26	﹤0.01%	233
2025 Q1	$579	Hold	21	–	–	﹤0.01%	229
2024 Q4	$579	Hold	21	–	–	﹤0.01%	306
2024 Q3	$593	Hold	21	–	–	﹤0.01%	351
2024 Q2	$540	Hold	21	–	–	﹤0.01%	355
2024 Q1	$554	Hold	21	–	–	﹤0.01%	350
2023 Q4	$519	Buy	+21	New	+$500	﹤0.01%	348

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fairman Group's SCHD Position: Q2 2026 in Review

Fairman Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 110% in Q2 2026, buying an estimated $21.6K and bringing the position to 1,304 shares worth $41.3K. The position accounts for 0.03% of the portfolio, ranked #111.

Fairman Group first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 1,457 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Fairman Group held 1,304 shares of Schwab US Dividend Equity ETF worth $41.3K as of Q2 2026.
Fairman Group bought 682 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $21.6K.
Schwab US Dividend Equity ETF made up 0.03% of Fairman Group's portfolio in Q2 2026, its #111 holding.
Fairman Group first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
1,457 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.