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Ferguson Wellman Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ferguson Wellman Capital Management’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 		$363K Sell
11,451
-269
-2% -$8.53K ﹤0.01% 345
2026
Q1 		$360K Sell
11,720
-785
-6% -$23.8K ﹤0.01% 332
2025
Q4 		$343K Sell
12,505
-2
-0% -$54 0.01% 293
2025
Q3 		$341K Buy
12,507
+188
+2% +$5.13K 0.01% 291
2025
Q2 		$326K Buy
12,319
+46
+0.4% +$1.2K 0.01% 284
2025
Q1 		$343K Buy
12,273
+8
+0.1% +$223 0.01% 283
2024
Q4 		$335K Sell
12,265
-290
-2% -$8.24K 0.01% 283
2024
Q3 		$354K Sell
12,555
-18
-0.1% -$490 0.01% 286
2024
Q2 		$326K Sell
12,573
-23,595
-65% -$614K 0.01% 294
2024
Q1 		$972K Buy
36,168
+15,885
+78% +$410K 0.02% 199
2023
Q4 		$515K Buy
20,283
+6,393
+46% +$152K 0.01% 250
2023
Q3 		$328K Hold
13,890
– – 0.01% 285
2023
Q2 		$336K Sell
13,890
-3,000
-18% -$71.7K 0.01% 290
2023
Q1 		$412K Buy
16,890
+3,000
+22% +$75K 0.01% 268
2022
Q4 		$350K Buy
13,890
+135
+1% +$3.33K 0.01% 281
2022
Q3 		$305K Sell
13,755
-1,908
-12% -$46.4K 0.01% 260
2022
Q2 		$374K Buy
15,663
+3,903
+33% +$99.3K 0.01% 250
2022
Q1 		$309K Buy
+11,760
New +$308K 0.01% 281

Other funds holding SCHD

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
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

Ferguson Wellman Capital Management's SCHD Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.3% in Q2 2026, selling an estimated $8.53K and leaving 11,451 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Ferguson Wellman Capital Management first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. The position peaked at $972K in Q1 2024. 848 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Ferguson Wellman Capital Management held 11,451 shares of Schwab US Dividend Equity ETF worth $363K as of Q2 2026.
  • Ferguson Wellman Capital Management sold 269 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $8.53K.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #345 holding.
  • Ferguson Wellman Capital Management first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • Ferguson Wellman Capital Management's Schwab US Dividend Equity ETF position peaked at $972K in Q1 2024.
  • 848 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.