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

Financial Network Wealth 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	$2.47K	Hold	78	–	–	﹤0.01%	663
2026 Q1	$2.39K	Hold	78	–	–	﹤0.01%	640
2025 Q4	$2.14K	Hold	78	–	–	﹤0.01%	670
2025 Q3	$2.13K	Hold	78	–	–	﹤0.01%	657
2025 Q2	$2.07K	Hold	78	–	–	﹤0.01%	644
2025 Q1	$2.18K	Buy	+78	New	+$2.17K	﹤0.01%	585
2024 Q3	–	Sell	-78	Closed	-$2.02K	–	967
2024 Q2	$2.02K	Buy	+78	New	+$2.03K	﹤0.01%	731

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

Financial Network Wealth Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 78 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

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

Financial Network Wealth Advisors held 78 shares of Schwab US Dividend Equity ETF worth $2.47K as of Q2 2026.
Financial Network Wealth Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #663 holding.
Financial Network Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 7 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.