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Fedenia Advisers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fedenia Advisers’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 		$19.2K Buy
+605
New +$19.2K ﹤0.01% 312
2025
Q1 		– Sell
-747
Closed -$20.4K – 361
2024
Q4 		$20.4K Buy
+747
New +$21.2K 0.01% 304

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Fedenia Advisers's SCHD Position: Q2 2026 in Review

Fedenia Advisers opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 605 shares worth $19.2K. The stake represents ﹤0.01% of the portfolio and ranks #312 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in SCHD as recently as Q4 2024.

Fedenia Advisers first reported a position in SCHD in Q4 2024 and has held it in 2 quarters since. The position peaked at $20.4K in Q4 2024. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Fedenia Advisers held 605 shares of Schwab US Dividend Equity ETF worth $19.2K as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new Fedenia Advisers position in Q2 2026.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Fedenia Advisers's portfolio in Q2 2026, its #312 holding.
  • Fedenia Advisers first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 2 quarters since.
  • Fedenia Advisers's Schwab US Dividend Equity ETF position peaked at $20.4K in Q4 2024.
  • 770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.