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

Financial Perspectives’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	$3.06M	Buy	96,608 +16,455	+21%	+$522K	0.75%	33
2026 Q1	$2.46M	Buy	80,153 +13,589	+20%	+$412K	0.69%	30
2025 Q4	$1.83M	Buy	66,564 +317	+0.5%	+$8.62K	0.49%	38
2025 Q3	$1.81M	Buy	66,247 +11,990	+22%	+$327K	0.5%	39
2025 Q2	$1.44M	Buy	54,257 +26,072	+93%	+$681K	0.43%	40
2025 Q1	$788K	Buy	28,185 +1,936	+7%	+$54K	0.27%	57
2024 Q4	$717K	Buy	26,249 +6,122	+30%	+$174K	0.24%	61
2024 Q3	$567K	Buy	20,127 +5,124	+34%	+$140K	0.2%	69
2024 Q2	$389K	Buy	15,003 +90	+0.6%	+$2.34K	0.14%	88
2024 Q1	$401K	Buy	14,913 +1,317	+10%	+$34K	0.15%	82
2023 Q4	$345K	Buy	13,596 +2,436	+22%	+$58K	0.14%	90
2023 Q3	$263K	Buy	11,160 +10,305	+1,205%	+$253K	0.12%	102
2023 Q2	$20.7K	Buy	855 +3	+0.4%	+$72	0.01%	362
2023 Q1	$20.7K	Buy	852 +6	+0.7%	+$150	0.01%	355
2022 Q4	$21.3K	Buy	846 +36	+4%	+$889	0.01%	348
2022 Q3	$17.9K	Sell	810 -48	-6%	-$1.17K	0.01%	361
2022 Q2	$20.5K	Sell	858 -861	-50%	-$21.9K	0.01%	345
2022 Q1	$45.2K	Buy	1,719 +3	+0.2%	+$79	0.02%	263
2021 Q4	$46.2K	Buy	1,716 +12	+0.7%	+$312	0.02%	256
2021 Q3	$42.2K	Buy	1,704 +3	+0.2%	+$76	0.02%	255
2021 Q2	$42.9K	Sell	1,701 -122,193	-99%	-$3.09M	0.02%	277
2021 Q1	$566K	Buy	123,894 +120,609	+3,672%	+$2.74M	0.03%	271
2020 Q4	$70.2K	Buy	3,285 +1,752	+114%	+$35.5K	0.04%	191
2020 Q3	$28.3K	Buy	1,533 +495	+48%	+$9.11K	0.02%	250
2020 Q2	$17.9K	Buy	1,038 +165	+19%	+$2.79K	0.01%	290
2020 Q1	$13.1K	Buy	873 +645	+283%	+$11.6K	0.01%	292
2019 Q4	$4.42K	Buy	+228	New	+$4.27K	﹤0.01%	403

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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 Perspectives's SCHD Position: Q2 2026 in Review

Financial Perspectives increased its Schwab US Dividend Equity ETF (SCHD) stake by 21% in Q2 2026, buying an estimated $522K and bringing the position to 96,608 shares worth $3.06M. The position accounts for 0.75% of the portfolio, ranked #33.

Financial Perspectives first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. 1,057 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Financial Perspectives held 96,608 shares of Schwab US Dividend Equity ETF worth $3.06M as of Q2 2026.
Financial Perspectives bought 16,455 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $522K.
Schwab US Dividend Equity ETF made up 0.75% of Financial Perspectives's portfolio in Q2 2026, its #33 holding.
Financial Perspectives first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
1,057 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.