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

Financial Designs’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	$3.99M	Buy	125,694 +5,175	+4%	+$164K	2.14%	11
2026 Q1	$3.7M	Buy	120,519 +938	+0.8%	+$28.5K	2.06%	12
2025 Q4	$3.28M	Buy	119,581 +3,452	+3%	+$93.9K	1.86%	12
2025 Q3	$3.11M	Sell	116,129 -2,340	-2%	-$63.8K	1.8%	13
2025 Q2	$3.14M	Buy	118,469 +2,310	+2%	+$60.3K	1.92%	12
2025 Q1	$3.25M	Buy	116,159 +910	+0.8%	+$25.4K	2.26%	11
2024 Q4	$3.15M	Sell	115,249 -4,877	-4%	-$139K	2.07%	12
2024 Q3	$3.38M	Sell	120,126 -3,603	-3%	-$98.2K	2.18%	12
2024 Q2	$3.21M	Sell	123,729 -1,941	-2%	-$50.5K	2.2%	12
2024 Q1	$3.38M	Buy	+125,670	New	+$3.25M	2.23%	12
2023 Q4	–	Sell	-11,913	Closed	-$281K	–	22
2023 Q3	$281K	Buy	+11,913	New	+$292K	0.21%	21

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 Designs's SCHD Position: Q2 2026 in Review

Financial Designs increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.3% in Q2 2026, buying an estimated $164K and bringing the position to 125,694 shares worth $3.99M. The position accounts for 2.14% of the portfolio, ranked #11.

Financial Designs first reported a position in SCHD in Q3 2023 and has held it in 11 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Financial Designs held 125,694 shares of Schwab US Dividend Equity ETF worth $3.99M as of Q2 2026.
Financial Designs bought 5,175 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $164K.
Schwab US Dividend Equity ETF made up 2.14% of Financial Designs's portfolio in Q2 2026, its #11 holding.
Financial Designs first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 11 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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