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

Flagstar 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 		$409K Buy
12,910
+1,658
+15% +$52.6K 0.12% 139
2026
Q1 		$345K Sell
11,252
-410
-4% -$12.4K 0.13% 134
2025
Q4 		$320K Sell
11,662
-10,417
-47% -$283K 0.11% 144
2025
Q3 		$603K Buy
22,079
+10,643
+93% +$290K 0.18% 108
2025
Q2 		$303K Buy
11,436
+506
+5% +$13.2K 0.08% 168
2025
Q1 		$306K Buy
10,930
+68
+0.6% +$1.9K 0.08% 175
2024
Q4 		$297K Buy
10,862
+101
+0.9% +$2.87K 0.07% 178
2024
Q3 		$303K Sell
10,761
-36
-0.3% -$981 0.08% 173
2024
Q2 		$283K Buy
10,797
+1,944
+22% +$50.6K 0.08% 164
2024
Q1 		$238K Sell
8,853
-78
-0.9% -$2.02K 0.07% 176
2023
Q4 		$227K Buy
+8,931
New +$213K 0.07% 167
2022
Q4 		– Sell
-2,133
Closed -$47.3K – 255
2022
Q3 		$47.3K Buy
+2,133
New +$51.8K 0.02% 203

Other funds holding SCHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
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
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

Flagstar Advisors's SCHD Position: Q2 2026 in Review

Flagstar Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 15% in Q2 2026, buying an estimated $52.6K and bringing the position to 12,910 shares worth $409K. The position accounts for 0.12% of the portfolio, ranked #139.

Flagstar Advisors first reported a position in SCHD in Q3 2022 and has held it in 12 quarters since. The position peaked at $603K in Q3 2025. 990 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Flagstar Advisors held 12,910 shares of Schwab US Dividend Equity ETF worth $409K as of Q2 2026.
  • Flagstar Advisors bought 1,658 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $52.6K.
  • Schwab US Dividend Equity ETF made up 0.12% of Flagstar Advisors's portfolio in Q2 2026, its #139 holding.
  • Flagstar Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 12 quarters since.
  • Flagstar Advisors's Schwab US Dividend Equity ETF position peaked at $603K in Q3 2025.
  • 990 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.