Fi3 Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fi3 Financial 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	$439K	Sell	4,757 -3,463	-42%	-$110K	0.11%	110
2026 Q1	$252K	Sell	8,220 -750	-8%	-$22.8K	0.07%	174
2025 Q4	$246K	Hold	8,970	–	–	0.08%	154
2025 Q3	$245K	Sell	8,970 -903	-9%	-$24.6K	0.08%	126
2025 Q2	$262K	Hold	9,873	–	–	0.09%	113
2025 Q1	$276K	Hold	9,873	–	–	0.11%	87
2024 Q4	$270K	Hold	9,873	–	–	0.1%	87
2024 Q3	$278K	Buy	+9,873	New	+$269K	0.11%	72

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

Fi3 Financial Advisors's SCHD Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 42% in Q2 2026, selling an estimated $110K and leaving 4,757 shares worth $439K. The position accounts for 0.11% of the portfolio, ranked #110.

Fi3 Financial Advisors first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Fi3 Financial Advisors held 4,757 shares of Schwab US Dividend Equity ETF worth $439K as of Q2 2026.
Fi3 Financial Advisors sold 3,463 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $110K.
Schwab US Dividend Equity ETF made up 0.11% of Fi3 Financial Advisors's portfolio in Q2 2026, its #110 holding.
Fi3 Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.