Financial Partners Group (Kansas)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financial Partners Group (Kansas)’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	$7.1M	Sell	223,941 -12,924	-5%	-$410K	0.72%	31
2026 Q1	$7.27M	Buy	236,865 +5,437	+2%	+$165K	0.87%	30
2025 Q4	$6.9M	Sell	231,428 -28,073	-11%	-$763K	0.8%	32
2025 Q3	$7.08M	Sell	259,501 -10,612	-4%	-$290K	0.88%	27
2025 Q2	$7.16M	Buy	270,113 +29,370	+12%	+$767K	0.99%	26
2025 Q1	$6.73M	Buy	240,743 +17,795	+8%	+$496K	1.04%	27
2024 Q4	$6.09M	Buy	222,948 +208,521	+1,445%	+$5.93M	0.89%	26
2024 Q3	$406K	Buy	+14,427	New	+$393K	0.06%	122

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 Partners Group (Kansas)'s SCHD Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.5% in Q2 2026, selling an estimated $410K and leaving 223,941 shares worth $7.1M. The position accounts for 0.72% of the portfolio, ranked #31.

Financial Partners Group (Kansas) first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.27M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Financial Partners Group (Kansas) held 223,941 shares of Schwab US Dividend Equity ETF worth $7.1M as of Q2 2026.
Financial Partners Group (Kansas) sold 12,924 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $410K.
Schwab US Dividend Equity ETF made up 0.72% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #31 holding.
Financial Partners Group (Kansas) first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
Financial Partners Group (Kansas)'s Schwab US Dividend Equity ETF position peaked at $7.27M in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.