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

Financial Advisors Network’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	$353K	Sell	11,139 -15	-0.1%	-$476	0.04%	155
2026 Q1	$342K	Sell	11,154 -3,180	-22%	-$96.5K	0.05%	147
2025 Q4	$393K	Buy	14,334 +636	+5%	+$17.3K	0.05%	131
2025 Q3	$374K	Sell	13,698 -964	-7%	-$26.3K	0.05%	130
2025 Q2	$389K	Buy	14,662 +216	+1%	+$5.64K	0.06%	129
2025 Q1	$404K	Sell	14,446 -639	-4%	-$17.8K	0.07%	116
2024 Q4	$412K	Buy	+15,085	New	+$429K	0.07%	119

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

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

Financial Advisors Network reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.13% in Q2 2026, selling an estimated $476 and leaving 11,139 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #155.

Financial Advisors Network first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $412K in Q4 2024. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Financial Advisors Network held 11,139 shares of Schwab US Dividend Equity ETF worth $353K as of Q2 2026.
Financial Advisors Network sold 15 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $476.
Schwab US Dividend Equity ETF made up 0.04% of Financial Advisors Network's portfolio in Q2 2026, its #155 holding.
Financial Advisors Network first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Financial Advisors Network's Schwab US Dividend Equity ETF position peaked at $412K in Q4 2024.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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