FC Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$599K Buy
18,898
+42
+0.2% +$1.33K 0.16% 75
2026
Q1
$578K Buy
18,856
+316
+2% +$9.59K 0.17% 75
2025
Q4
$509K Sell
18,540
-2,231
-11% -$60.7K 0.15% 79
2025
Q3
$567K Buy
20,771
+254
+1% +$6.93K 0.17% 74
2025
Q2
$544K Buy
20,517
+52
+0.3% +$1.36K 0.17% 77
2025
Q1
$572K Buy
20,465
+273
+1% +$7.61K 0.19% 68
2024
Q4
$552K Buy
20,192
+155
+0.8% +$4.41K 0.18% 69
2024
Q3
$565K Buy
20,037
+321
+2% +$8.74K 0.19% 69
2024
Q2
$511K Buy
19,716
+2,517
+15% +$65.5K 0.19% 67
2024
Q1
$462K Sell
17,199
-3,498
-17% -$90.4K 0.17% 71
2023
Q4
$525K Sell
20,697
-267
-1% -$6.36K 0.2% 64
2023
Q3
$494K Buy
20,964
+444
+2% +$10.9K 0.21% 62
2023
Q2
$497K Buy
20,520
+2,046
+11% +$48.9K 0.2% 60
2023
Q1
$451K Sell
18,474
-414
-2% -$10.3K 0.2% 63
2022
Q4
$476K Buy
18,888
+120
+0.6% +$2.96K 0.22% 56
2022
Q3
$416K Sell
18,768
-4,242
-18% -$103K 0.21% 57
2022
Q2
$549K Buy
23,010
+12,108
+111% +$308K 0.26% 49
2022
Q1
$287K Buy
+10,902
New +$285K 0.12% 65

Other funds holding SCHD

FC Advisory's SCHD Position: Q2 2026 in Review

FC Advisory increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.22% in Q2 2026, buying an estimated $1.33K and bringing the position to 18,898 shares worth $599K. The position accounts for 0.16% of the portfolio, ranked #75.

FC Advisory first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • FC Advisory held 18,898 shares of Schwab US Dividend Equity ETF worth $599K as of Q2 2026.
  • FC Advisory bought 42 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.33K.
  • Schwab US Dividend Equity ETF made up 0.16% of FC Advisory's portfolio in Q2 2026, its #75 holding.
  • FC Advisory first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.