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Financially Speaking’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financially Speaking’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 		– Sell
-11
Closed -$338 – 110
2026
Q1 		$338 Buy
+11
New +$334 ﹤0.01% 98

Other funds holding SCHD

Cambridge Investment Research Advisors
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Financially Speaking's SCHD Position: Q2 2026 in Review

Financially Speaking sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 11 shares — an estimated $338 sold.

Financially Speaking first reported a position in SCHD in Q1 2026 and held it in 1 quarter. The position peaked at $338 in Q1 2026. 934 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Financially Speaking reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Financially Speaking sold 11 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $338.
  • Financially Speaking first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and held it in 1 quarter.
  • Financially Speaking's Schwab US Dividend Equity ETF position peaked at $338 in Q1 2026.
  • 934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Financially Speaking's 13F filing for Q2 2026, filed 27 Jul 2026.