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

First Financial Group’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 Q3	$1.22M	Sell	37,381 -4	-0%	-$135	0.93%	28
2026 Q2	$1.19M	Buy	37,385 +19	+0.1%	+$603	0.86%	31
2026 Q1	$1.15M	Sell	37,366 -3,386	-8%	-$103K	0.94%	31
2025 Q4	$1.12M	Buy	40,752 +5,978	+17%	+$163K	0.95%	28
2025 Q3	$949K	Sell	34,774 -748	-2%	-$20.4K	0.82%	29
2025 Q2	$941K	Sell	35,522 -49	-0.1%	-$1.28K	0.92%	25
2025 Q1	$995K	Buy	35,571 +3,539	+11%	+$98.7K	1.13%	23
2024 Q4	$875K	Buy	+32,032	New	+$911K	0.97%	26

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

First Financial Group's SCHD Position: Q3 2026 in Review

First Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.01% in Q3 2026, selling an estimated $135 and leaving 37,381 shares worth $1.22M. The position accounts for 0.93% of the portfolio, ranked #28.

First Financial Group first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. 1,109 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

First Financial Group held 37,381 shares of Schwab US Dividend Equity ETF worth $1.22M as of Q3 2026.
First Financial Group sold 4 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $135.
Schwab US Dividend Equity ETF made up 0.93% of First Financial Group's portfolio in Q3 2026, its #28 holding.
First Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
1,109 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on First Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.