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

Financial Synergies 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	$354K	Buy	11,168 +491	+5%	+$15.6K	0.03%	100
2026 Q1	$328K	Buy	10,677 +539	+5%	+$16.4K	0.03%	95
2025 Q4	$278K	Buy	10,138 +73	+0.7%	+$1.99K	0.03%	93
2025 Q3	$275K	Buy	10,065 +84	+0.8%	+$2.29K	0.03%	83
2025 Q2	$264K	Buy	9,981 +184	+2%	+$4.8K	0.03%	83
2025 Q1	$274K	Buy	9,797 +171	+2%	+$4.77K	0.03%	70
2024 Q4	$263K	Buy	9,626 +62	+0.6%	+$1.76K	0.03%	64
2024 Q3	$270K	Buy	9,564 +165	+2%	+$4.5K	0.03%	64
2024 Q2	$244K	Buy	9,399 +315	+3%	+$8.2K	0.03%	64
2024 Q1	$244K	Buy	9,084 +6,189	+214%	+$160K	0.03%	65
2023 Q4	$72.9K	Sell	2,895 -4,518	-61%	-$108K	0.01%	84
2023 Q3	$175K	Buy	7,413 +3,825	+107%	+$93.9K	0.03%	67
2023 Q2	$86.9K	Buy	3,588 +6	+0.2%	+$143	0.01%	89
2023 Q1	$87.3K	Buy	3,582 +687	+24%	+$17.2K	0.01%	89
2022 Q4	$72.9K	Buy	2,895 +1,422	+97%	+$35.1K	0.01%	84
2022 Q3	$32.6K	Sell	1,473 -2,985	-67%	-$72.5K	0.01%	108
2022 Q2	$106K	Buy	+4,458	New	+$113K	0.02%	85

Other funds holding SCHD

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Financial Synergies Wealth Advisors's SCHD Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.6% in Q2 2026, buying an estimated $15.6K and bringing the position to 11,168 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #100.

Financial Synergies Wealth Advisors first reported a position in SCHD in Q2 2022 and has held it in 17 quarters since. 848 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Financial Synergies Wealth Advisors held 11,168 shares of Schwab US Dividend Equity ETF worth $354K as of Q2 2026.
Financial Synergies Wealth Advisors bought 491 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $15.6K.
Schwab US Dividend Equity ETF made up 0.03% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Financial Synergies Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 17 quarters since.
848 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.