Fiduciary Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fiduciary Financial Group’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	$277K	Buy	8,733 +436	+5%	+$13.8K	0.03%	309
2026 Q1	$255K	Buy	8,297 +679	+9%	+$20.6K	0.03%	297
2025 Q4	$209K	Sell	7,618 -331	-4%	-$9K	0.03%	315
2025 Q3	$217K	Sell	7,949 -370	-4%	-$10.1K	0.03%	303
2025 Q2	$225K	Sell	8,319 -956	-10%	-$25K	0.04%	275
2025 Q1	$232K	Buy	9,275 +926	+11%	+$25.8K	0.05%	248
2024 Q4	$225K	Buy	+8,349	New	+$237K	0.05%	251

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 Financial Group's SCHD Position: Q2 2026 in Review

Fiduciary Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.3% in Q2 2026, buying an estimated $13.8K and bringing the position to 8,733 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #309.

Fiduciary Financial Group first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Fiduciary Financial Group held 8,733 shares of Schwab US Dividend Equity ETF worth $277K as of Q2 2026.
Fiduciary Financial Group bought 436 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $13.8K.
Schwab US Dividend Equity ETF made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #309 holding.
Fiduciary Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.