First Foundation Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

First Foundation 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	$863K	Buy	27,228 +12,770	+88%	+$405K	0.03%	199
2026 Q1	$444K	Sell	14,458 -2,640	-15%	-$80.1K	0.02%	254
2025 Q4	$469K	Buy	17,098 +1,220	+8%	+$33.2K	0.02%	240
2025 Q3	$433K	Buy	15,878 +484	+3%	+$13.2K	0.02%	248
2025 Q2	$408K	Buy	15,394 +1,597	+12%	+$41.7K	0.02%	259
2025 Q1	$386K	Buy	13,797 +1,410	+11%	+$39.3K	0.02%	247
2024 Q4	$338K	Buy	12,387 +597	+5%	+$17K	0.01%	268
2024 Q3	$332K	Buy	11,790 +1,530	+15%	+$41.7K	0.01%	271
2024 Q2	$266K	Hold	10,260	–	–	0.01%	293
2024 Q1	$276K	Sell	10,260 -168	-2%	-$4.34K	0.01%	294
2023 Q4	$265K	Sell	10,428 -198	-2%	-$4.72K	0.01%	302
2023 Q3	$251K	Sell	10,626 -31,434	-75%	-$771K	0.01%	355
2023 Q2	$1.02M	Buy	42,060 +789	+2%	+$18.9K	0.04%	175
2023 Q1	$1.01M	Sell	41,271 -13,254	-24%	-$331K	0.05%	177
2022 Q4	$1.37M	Buy	54,525 +44,700	+455%	+$1.1M	0.07%	159
2022 Q3	$218K	Buy	+9,825	New	+$239K	0.01%	337
2020 Q4	–	Sell	-13,359	Closed	-$246K	–	421
2020 Q3	$246K	Buy	13,359 +30	+0.2%	+$552	0.01%	324
2020 Q2	$230K	Buy	+13,329	New	+$225K	0.01%	320

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

First Foundation Advisors's SCHD Position: Q2 2026 in Review

First Foundation Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 88% in Q2 2026, buying an estimated $405K and bringing the position to 27,228 shares worth $863K. The position accounts for 0.03% of the portfolio, ranked #199.

First Foundation Advisors first reported a position in SCHD in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.37M in Q4 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

First Foundation Advisors held 27,228 shares of Schwab US Dividend Equity ETF worth $863K as of Q2 2026.
First Foundation Advisors bought 12,770 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $405K.
Schwab US Dividend Equity ETF made up 0.03% of First Foundation Advisors's portfolio in Q2 2026, its #199 holding.
First Foundation Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 18 quarters since.
First Foundation Advisors's Schwab US Dividend Equity ETF position peaked at $1.37M in Q4 2022.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.