Faithward Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Faithward Advisors’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	$284K	Sell	8,947 -2,085	-19%	-$66.1K	0.03%	278
2026 Q1	$478K	Buy	11,032 +1,978	+22%	+$60K	0.07%	188
2025 Q4	$248K	Sell	9,054 -8,165	-47%	-$222K	0.04%	292
2025 Q3	$470K	Sell	17,219 -9,237	-35%	-$252K	0.07%	189
2025 Q2	$701K	Buy	26,456 +1,509	+6%	+$39.4K	0.11%	131
2025 Q1	$698K	Sell	24,947 -5,957	-19%	-$166K	0.12%	128
2024 Q4	$844K	Buy	30,904 +23,746	+332%	+$675K	0.14%	114
2024 Q3	$202K	Sell	7,158 -27,312	-79%	-$744K	0.04%	271
2024 Q2	$893K	Sell	34,470 -15,369	-31%	-$400K	0.16%	121
2024 Q1	$1.34M	Buy	49,839 +1,983	+4%	+$51.2K	0.24%	91
2023 Q4	$1.22M	Sell	47,856 -663	-1%	-$15.8K	0.27%	77
2023 Q3	$1.12M	Sell	48,519 -4,659	-9%	-$114K	0.27%	72
2023 Q2	$1.32M	Buy	53,178 +29,889	+128%	+$714K	0.31%	65
2023 Q1	$543K	Buy	23,289 +21,744	+1,407%	+$544K	0.12%	100
2022 Q4	$38.9K	Hold	1,545	–	–	0.01%	183
2022 Q3	$34K	Sell	1,545 -231	-13%	-$5.61K	0.01%	173
2022 Q2	$43K	Hold	1,776	–	–	0.01%	187
2022 Q1	$47K	Hold	1,776	–	–	0.01%	198
2021 Q4	$48K	Sell	1,776 -9,213	-84%	-$239K	0.01%	197
2021 Q3	$272K	Sell	10,989 -981	-8%	-$24.9K	0.05%	154
2021 Q2	$302K	Buy	11,970 +11,553	+2,771%	+$292K	0.06%	136
2021 Q1	$10K	Buy	+417	New	+$9.48K	﹤0.01%	225
2020 Q4	–	Sell	-417	Closed	-$8K	–	200
2020 Q3	$8K	Hold	417	–	–	﹤0.01%	197
2020 Q2	$7K	Sell	417 -900	-68%	-$15.2K	﹤0.01%	196
2020 Q1	$20K	Hold	1,317	–	–	0.01%	201
2019 Q4	$25K	Buy	+1,317	New	+$24.7K	0.01%	204

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Faithward Advisors's SCHD Position: Q2 2026 in Review

Faithward Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 19% in Q2 2026, selling an estimated $66.1K and leaving 8,947 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #278.

Faithward Advisors first reported a position in SCHD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.34M in Q1 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Faithward Advisors held 8,947 shares of Schwab US Dividend Equity ETF worth $284K as of Q2 2026.
Faithward Advisors sold 2,085 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $66.1K.
Schwab US Dividend Equity ETF made up 0.03% of Faithward Advisors's portfolio in Q2 2026, its #278 holding.
Faithward Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 26 quarters since.
Faithward Advisors's Schwab US Dividend Equity ETF position peaked at $1.34M in Q1 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Faithward Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.