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

FF 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	$786K	Sell	24,793 -221	-0.9%	-$7.01K	0.29%	54
2026 Q1	$786K	Buy	25,014 +14,606	+140%	+$443K	0.32%	57
2025 Q4	$285K	Buy	10,408 +2,476	+31%	+$67.3K	0.13%	92
2025 Q3	$217K	Hold	7,932	–	–	0.1%	93
2025 Q2	$210K	Buy	7,932 +19	+0.2%	+$496	0.11%	96
2025 Q1	$203K	Buy	+7,913	New	+$221K	0.12%	90

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

FF Advisors's SCHD Position: Q2 2026 in Review

FF Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.88% in Q2 2026, selling an estimated $7.01K and leaving 24,793 shares worth $786K. The position accounts for 0.29% of the portfolio, ranked #54.

FF Advisors first reported a position in SCHD in Q1 2025 and has held it in 6 quarters since. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

FF Advisors held 24,793 shares of Schwab US Dividend Equity ETF worth $786K as of Q2 2026.
FF Advisors sold 221 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $7.01K.
Schwab US Dividend Equity ETF made up 0.29% of FF Advisors's portfolio in Q2 2026, its #54 holding.
FF Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 6 quarters since.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on FF Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.