Fiduciary Family Office’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fiduciary Family Office’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	$476K	Hold	15,000	–	–	0.12%	118
2026 Q1	$460K	Hold	15,000	–	–	0.13%	109
2025 Q4	$411K	Hold	15,000	–	–	0.12%	121
2025 Q3	$410K	Sell	15,000 -483	-3%	-$13.2K	0.12%	132
2025 Q2	$410K	Buy	15,483 +483	+3%	+$12.6K	0.13%	135
2025 Q1	$419K	Buy	+15,000	New	+$418K	0.14%	136
2024 Q4	–	Sell	-15,210	Closed	-$429K	–	218
2024 Q3	$429K	Buy	15,210 +210	+1%	+$5.72K	0.14%	143
2024 Q2	$389K	Hold	15,000	–	–	0.15%	148
2024 Q1	$403K	Sell	15,000 -1,800	-11%	-$46.5K	0.16%	152
2023 Q4	$426K	Buy	+16,800	New	+$400K	0.19%	134

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

Fiduciary Family Office's SCHD Position: Q2 2026 in Review

Fiduciary Family Office held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 15,000 shares worth $476K. The position accounts for 0.12% of the portfolio, ranked #118.

Fiduciary Family Office first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Fiduciary Family Office held 15,000 shares of Schwab US Dividend Equity ETF worth $476K as of Q2 2026.
Fiduciary Family Office left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.12% of Fiduciary Family Office's portfolio in Q2 2026, its #118 holding.
Fiduciary Family Office first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.