First Merchants Corp’s Schwab US Dividend Equity ETF SCHD Stock Holding History

First Merchants Corp’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	$6.34M	Sell	199,885 -6,776	-3%	-$215K	0.22%	98
2026 Q1	$6.34M	Sell	206,661 -3,419	-2%	-$104K	0.24%	101
2025 Q4	$5.76M	Sell	210,080 -40,962	-16%	-$1.11M	0.21%	107
2025 Q3	$6.85M	Sell	251,042 -70,063	-22%	-$1.91M	0.26%	93
2025 Q2	$8.51M	Sell	321,105 -80,338	-20%	-$2.1M	0.33%	80
2025 Q1	$11.2M	Sell	401,443 -20,661	-5%	-$576K	0.45%	62
2024 Q4	$11.5M	Sell	422,104 -1,613	-0.4%	-$45.9K	0.44%	60
2024 Q3	$11.9M	Buy	423,717 +30,570	+8%	+$833K	0.46%	58
2024 Q2	$10.2M	Sell	393,147 -22,356	-5%	-$582K	0.41%	64
2024 Q1	$11.2M	Sell	415,503 -21,699	-5%	-$561K	0.84%	36
2023 Q4	$11.1M	Sell	437,202 -15,297	-3%	-$365K	0.91%	30
2023 Q3	$10.7M	Sell	452,499 -5,451	-1%	-$134K	0.95%	29
2023 Q2	$11.1M	Buy	457,950 +26,331	+6%	+$629K	0.94%	28
2023 Q1	$10.5M	Buy	431,619 +33,096	+8%	+$827K	0.94%	26
2022 Q4	$10M	Sell	398,523 -8,532	-2%	-$211K	0.92%	31
2022 Q3	$9.01M	Buy	407,055 +93,639	+30%	+$2.27M	0.9%	31
2022 Q2	$7.48M	Sell	313,416 -3,954	-1%	-$101K	0.74%	40
2022 Q1	$8.34M	Buy	317,370 +8,676	+3%	+$227K	0.68%	44
2021 Q4	$8.32M	Buy	308,694 +4,965	+2%	+$129K	0.64%	48
2021 Q3	$7.52M	Buy	303,729 +4,593	+2%	+$117K	0.48%	49
2021 Q2	$7.54M	Buy	299,136 +28,035	+10%	+$708K	0.49%	51
2021 Q1	$6.59M	Buy	271,101 +14,847	+6%	+$338K	0.44%	56
2020 Q4	$5.48M	Buy	256,254 +66,603	+35%	+$1.35M	0.38%	65
2020 Q3	$3.5M	Sell	189,651 -84	-0%	-$1.55K	0.27%	88
2020 Q2	$3.27M	Sell	189,735 -5,313	-3%	-$89.7K	0.28%	88
2020 Q1	$2.92M	Buy	195,048 +15,390	+9%	+$276K	0.38%	83
2019 Q4	$3.47M	Sell	179,658 -5,970	-3%	-$112K	0.36%	89
2019 Q3	$3.39M	Buy	185,628 +160,971	+653%	+$2.88M	0.36%	88
2019 Q2	$436K	Buy	24,657 +8,457	+52%	+$149K	0.07%	165
2019 Q1	$282K	Buy	16,200 +390	+2%	+$6.56K	0.05%	184
2018 Q4	$248K	Hold	15,810	–	–	0.05%	182
2018 Q3	$279K	Sell	15,810 -4,200	-21%	-$72.7K	0.05%	191
2018 Q2	$329K	Buy	20,010 +10,200	+104%	+$168K	0.06%	181
2018 Q1	$160K	Buy	+9,810	New	+$167K	0.03%	202

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 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

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

First Merchants Corp's SCHD Position: Q2 2026 in Review

First Merchants Corp reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.3% in Q2 2026, selling an estimated $215K and leaving 199,885 shares worth $6.34M. The position accounts for 0.22% of the portfolio, ranked #98.

First Merchants Corp first reported a position in SCHD in Q1 2018 and has held it in 34 quarters since. The position peaked at $11.9M in Q3 2024. 382 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

First Merchants Corp held 199,885 shares of Schwab US Dividend Equity ETF worth $6.34M as of Q2 2026.
First Merchants Corp sold 6,776 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $215K.
Schwab US Dividend Equity ETF made up 0.22% of First Merchants Corp's portfolio in Q2 2026, its #98 holding.
First Merchants Corp first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 34 quarters since.
First Merchants Corp's Schwab US Dividend Equity ETF position peaked at $11.9M in Q3 2024.
382 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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