Firethorn Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Firethorn Wealth Partners’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	$277K	Buy	8,750 +1,180	+16%	+$37.4K	0.09%	167
2026 Q1	$232K	Buy	7,570 +203	+3%	+$6.16K	0.09%	170
2025 Q4	$202K	Sell	7,367 -2,891	-28%	-$78.6K	0.08%	183
2025 Q3	$280K	Buy	10,258 +58	+0.6%	+$1.58K	0.11%	144
2025 Q2	$270K	Buy	10,200 +3	+0%	+$78	0.12%	138
2025 Q1	$285K	Buy	10,197 +3	+0%	+$84	0.14%	128
2024 Q4	$279K	Buy	10,194 +3	+0%	+$85	0.14%	118
2024 Q3	$287K	Buy	+10,191	New	+$278K	0.15%	116

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

Firethorn Wealth Partners's SCHD Position: Q2 2026 in Review

Firethorn Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 16% in Q2 2026, buying an estimated $37.4K and bringing the position to 8,750 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #167.

Firethorn Wealth Partners first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. The position peaked at $287K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Firethorn Wealth Partners held 8,750 shares of Schwab US Dividend Equity ETF worth $277K as of Q2 2026.
Firethorn Wealth Partners bought 1,180 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $37.4K.
Schwab US Dividend Equity ETF made up 0.09% of Firethorn Wealth Partners's portfolio in Q2 2026, its #167 holding.
Firethorn Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
Firethorn Wealth Partners's Schwab US Dividend Equity ETF position peaked at $287K in Q3 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.