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

Fiducient 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	$2.33M	Buy	73,330 +3,805	+5%	+$121K	0.33%	52
2026 Q1	$2.13M	Sell	69,525 -2,106	-3%	-$63.9K	0.28%	52
2025 Q4	$1.96M	Buy	71,631 +515	+0.7%	+$14K	0.24%	59
2025 Q3	$1.94M	Buy	71,116 +1,769	+3%	+$48.3K	0.23%	54
2025 Q2	$1.84M	Buy	69,347 +3,353	+5%	+$87.6K	0.22%	56
2025 Q1	$1.85M	Buy	65,994 +260	+0.4%	+$7.25K	0.23%	48
2024 Q4	$1.8M	Sell	65,734 -2,033	-3%	-$57.8K	0.22%	42
2024 Q3	$1.91M	Buy	67,767 +18,531	+38%	+$505K	0.22%	42
2024 Q2	$1.29M	Buy	49,236 +31,626	+180%	+$823K	0.18%	49
2024 Q1	$473K	Buy	+17,610	New	+$455K	0.09%	86
2023 Q1	–	Sell	-11,760	Closed	-$296K	–	141
2022 Q4	$296K	Buy	+11,760	New	+$290K	0.09%	140
2022 Q3	–	Sell	-11,760	Closed	-$281K	–	80
2022 Q2	$281K	Buy	+11,760	New	+$299K	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

Fiducient Advisors's SCHD Position: Q2 2026 in Review

Fiducient Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.5% in Q2 2026, buying an estimated $121K and bringing the position to 73,330 shares worth $2.33M. The position accounts for 0.33% of the portfolio, ranked #52.

Fiducient Advisors first reported a position in SCHD in Q2 2022 and has held it in 12 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Fiducient Advisors held 73,330 shares of Schwab US Dividend Equity ETF worth $2.33M as of Q2 2026.
Fiducient Advisors bought 3,805 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $121K.
Schwab US Dividend Equity ETF made up 0.33% of Fiducient Advisors's portfolio in Q2 2026, its #52 holding.
Fiducient Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 12 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.