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

Financial Management Professionals’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	$7.13K	Hold	225	–	–	﹤0.01%	639
2026 Q1	$6.9K	Hold	225	–	–	﹤0.01%	589
2025 Q4	$6.17K	Hold	225	–	–	﹤0.01%	596
2025 Q3	$6.14K	Sell	225 -1,057	-82%	-$28.8K	﹤0.01%	578
2025 Q2	$34K	Buy	1,282 +907	+242%	+$23.7K	﹤0.01%	311
2025 Q1	$10.5K	Hold	375	–	–	﹤0.01%	522
2024 Q4	$10.2K	Hold	375	–	–	﹤0.01%	508
2024 Q3	$11K	Hold	375	–	–	﹤0.01%	514
2024 Q2	$10K	Hold	375	–	–	﹤0.01%	491
2024 Q1	$10K	Hold	375	–	–	﹤0.01%	542
2023 Q4	$10K	Hold	375	–	–	﹤0.01%	538
2023 Q3	$9K	Hold	375	–	–	﹤0.01%	510
2023 Q2	$9K	Sell	375 -38,181	-99%	-$912K	﹤0.01%	564
2023 Q1	$940K	Buy	38,556 +36,858	+2,171%	+$921K	0.18%	44
2022 Q4	$43K	Buy	1,698 +1,260	+288%	+$31.1K	0.01%	249
2022 Q3	$10K	Sell	438 -5,007	-92%	-$122K	﹤0.01%	488
2022 Q2	$130K	Buy	5,445 +396	+8%	+$10.1K	0.03%	134
2022 Q1	$133K	Buy	5,049 +15	+0.3%	+$393	0.03%	141
2021 Q4	$136K	Buy	5,034 +318	+7%	+$8.26K	0.03%	129
2021 Q3	$117K	Buy	4,716 +78	+2%	+$1.98K	0.03%	130
2021 Q2	$117K	Buy	4,638 +15	+0.3%	+$379	0.03%	127
2021 Q1	$112K	Buy	4,623 +18	+0.4%	+$409	0.03%	121
2020 Q4	$98K	Buy	4,605 +18	+0.4%	+$365	0.03%	123
2020 Q3	$85K	Buy	4,587 +21	+0.5%	+$386	0.03%	128
2020 Q2	$79K	Buy	4,566 +21	+0.5%	+$355	0.03%	129
2020 Q1	$68K	Buy	4,545 +972	+27%	+$17.5K	0.03%	73
2019 Q4	$69K	Buy	3,573 +273	+8%	+$5.11K	0.02%	84
2019 Q3	$60K	Buy	3,300 +1,500	+83%	+$26.8K	0.02%	89
2019 Q2	$32K	Buy	1,800 +1,491	+483%	+$26.2K	0.01%	122
2019 Q1	$5K	Sell	309 -297	-49%	-$4.99K	﹤0.01%	198
2018 Q4	$10K	Buy	606 +306	+102%	+$5.1K	0.01%	153
2018 Q3	$5K	Buy	+300	New	+$5.19K	﹤0.01%	213
2017 Q1	–	Sell	-255	Closed	-$3K	–	308
2016 Q4	$3K	Hold	255	–	–	﹤0.01%	226
2016 Q3	$3K	Hold	255	–	–	﹤0.01%	254
2016 Q2	$3K	Hold	255	–	–	﹤0.01%	357
2016 Q1	$3K	Buy	+255	New	+$3.23K	﹤0.01%	212

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 Management Professionals's SCHD Position: Q2 2026 in Review

Financial Management Professionals held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 225 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Financial Management Professionals first reported a position in SCHD in Q1 2016 and has held it in 36 quarters since. The position peaked at $940K in Q1 2023. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Financial Management Professionals held 225 shares of Schwab US Dividend Equity ETF worth $7.13K as of Q2 2026.
Financial Management Professionals left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #639 holding.
Financial Management Professionals first reported a position in Schwab US Dividend Equity ETF in Q1 2016 and has held it in 36 quarters since.
Financial Management Professionals's Schwab US Dividend Equity ETF position peaked at $940K in Q1 2023.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.