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

Financial Guidance 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 		$16.4M Buy
517,863
+1,340
+0.3% +$42.5K 6.14% 2
2026
Q1 		$15.8M Sell
516,523
-5,913
-1% -$179K 6.37% 2
2025
Q4 		$14.3M Buy
522,436
+8,914
+2% +$242K 5.86% 2
2025
Q3 		$14M Sell
513,522
-18,219
-3% -$497K 6.29% 2
2025
Q2 		$14.1M Sell
531,741
-26,611
-5% -$695K 6.85% 2
2025
Q1 		$15.6M Sell
558,352
-3,799
-0.7% -$106K 8.43% 1
2024
Q4 		$15.4M Sell
562,151
-38,701
-6% -$1.1M 8.41% 1
2024
Q3 		$16.9M Sell
600,852
-51,561
-8% -$1.4M 9.88% 1
2024
Q2 		$16.9M Sell
652,413
-58,062
-8% -$1.51M 10.39% 1
2024
Q1 		$19.1M Buy
710,475
+7,095
+1% +$183K 12.4% 1
2023
Q4 		$17.8M Sell
703,380
-24,048
-3% -$573K 12.4% 1
2023
Q3 		$17.2M Sell
727,428
-16,434
-2% -$403K 12.91% 1
2023
Q2 		$18M Sell
743,862
-3,417
-0.5% -$81.6K 13.24% 1
2023
Q1 		$18.2M Buy
747,279
+24,939
+3% +$623K 13.86% 1
2022
Q4 		$18.2M Buy
722,340
+1,458
+0.2% +$36K 14.81% 1
2022
Q3 		$16M Buy
720,882
+56,214
+8% +$1.37M 12.8% 1
2022
Q2 		$15.9M Buy
664,668
+52,869
+9% +$1.34M 12.47% 1
2022
Q1 		$16.1M Buy
+611,799
New +$16M 11.06% 2

Other funds holding SCHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Financial Guidance Group's SCHD Position: Q2 2026 in Review

Financial Guidance Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.26% in Q2 2026, buying an estimated $42.5K and bringing the position to 517,863 shares worth $16.4M. The position accounts for 6.14% of the portfolio, ranked #2.

Financial Guidance Group first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. The position peaked at $19.1M in Q1 2024. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Financial Guidance Group held 517,863 shares of Schwab US Dividend Equity ETF worth $16.4M as of Q2 2026.
  • Financial Guidance Group bought 1,340 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $42.5K.
  • Schwab US Dividend Equity ETF made up 6.14% of Financial Guidance Group's portfolio in Q2 2026, its #2 holding.
  • Financial Guidance Group first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • Financial Guidance Group's Schwab US Dividend Equity ETF position peaked at $19.1M in Q1 2024.
  • 1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.