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 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

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

First Financial Group's SCHD Position: Q2 2026 in Review

First Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.05% in Q2 2026, buying an estimated $603 and bringing the position to 37,385 shares worth $1.19M. The position accounts for 0.86% of the portfolio, ranked #31.

First Financial Group first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

First Financial Group held 37,385 shares of Schwab US Dividend Equity ETF worth $1.19M as of Q2 2026.
First Financial Group bought 19 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $603.
Schwab US Dividend Equity ETF made up 0.86% of First Financial Group's portfolio in Q2 2026, its #31 holding.
First Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on First Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.