First Heartland Consultants’s Schwab US Dividend Equity ETF SCHD Stock Holding History

First Heartland Consultants’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	$4.43M	Buy	139,657 +5,172	+4%	+$164K	0.29%	85
2026 Q1	$4.13M	Buy	134,485 +8,627	+7%	+$262K	0.32%	72
2025 Q4	$3.45M	Buy	125,858 +2,372	+2%	+$64.5K	0.26%	87
2025 Q3	$3.37M	Sell	123,486 -17,092	-12%	-$466K	0.27%	84
2025 Q2	$3.73M	Sell	140,578 -24,251	-15%	-$633K	0.33%	71
2025 Q1	$4.61M	Buy	164,829 +68,020	+70%	+$1.9M	0.48%	62
2024 Q4	$2.64M	Buy	96,809 +8,609	+10%	+$245K	0.27%	82
2024 Q3	$2.48M	Sell	88,200 -30,885	-26%	-$841K	0.27%	76
2024 Q2	$3.09M	Sell	119,085 -124,392	-51%	-$3.24M	0.22%	79
2024 Q1	$6.54M	Sell	243,477 -76,368	-24%	-$1.97M	0.68%	41
2023 Q4	$8.12M	Sell	319,845 -19,833	-6%	-$473K	0.98%	28
2023 Q3	$8.01M	Sell	339,678 -136,980	-29%	-$3.36M	1.01%	26
2023 Q2	$11.5M	Buy	476,658 +28,752	+6%	+$687K	1.5%	15
2023 Q1	$10.9M	Buy	447,906 +27,000	+6%	+$675K	1.64%	11
2022 Q4	$10.6M	Buy	420,906 +166,926	+66%	+$4.12M	1.71%	11
2022 Q3	$5.62M	Buy	253,980 +213,798	+532%	+$5.19M	0.48%	26
2022 Q2	$959K	Buy	40,182 +1,407	+4%	+$35.8K	0.15%	118
2022 Q1	$1.02M	Buy	38,775 +16,449	+74%	+$431K	0.16%	114
2021 Q4	$601K	Buy	22,326 +11,919	+115%	+$310K	0.02%	172
2021 Q3	$258K	Sell	10,407 -1,158	-10%	-$29.4K	0.04%	313
2021 Q2	$292K	Sell	11,565 -363	-3%	-$9.16K	0.04%	287
2021 Q1	$290K	Sell	11,928 -30	-0.3%	-$682	0.05%	288
2020 Q4	$256K	Buy	11,958 +1,098	+10%	+$22.3K	0.04%	277
2020 Q3	$200K	Sell	10,860 -5,502	-34%	-$101K	0.04%	283
2020 Q2	$282K	Buy	16,362 +48	+0.3%	+$811	0.06%	217
2020 Q1	$245K	Buy	16,314 +1,671	+11%	+$30K	0.06%	210
2019 Q4	$283K	Buy	14,643 +1,761	+14%	+$33K	0.06%	238
2019 Q3	$235K	Sell	12,882 -111	-0.9%	-$1.99K	0.05%	257
2019 Q2	$230K	Sell	12,993 -1,950	-13%	-$34.3K	0.06%	252
2019 Q1	$260K	Sell	14,943 -1,692	-10%	-$28.5K	0.07%	217
2018 Q4	$260K	Buy	+16,635	New	+$277K	0.1%	191

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 Heartland Consultants's SCHD Position: Q2 2026 in Review

First Heartland Consultants increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.8% in Q2 2026, buying an estimated $164K and bringing the position to 139,657 shares worth $4.43M. The position accounts for 0.29% of the portfolio, ranked #85.

First Heartland Consultants first reported a position in SCHD in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.5M in Q2 2023. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

First Heartland Consultants held 139,657 shares of Schwab US Dividend Equity ETF worth $4.43M as of Q2 2026.
First Heartland Consultants bought 5,172 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $164K.
Schwab US Dividend Equity ETF made up 0.29% of First Heartland Consultants's portfolio in Q2 2026, its #85 holding.
First Heartland Consultants first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 31 quarters since.
First Heartland Consultants's Schwab US Dividend Equity ETF position peaked at $11.5M in Q2 2023.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.