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

Florida Financial 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	$5.09M	Buy	160,369 +3,645	+2%	+$116K	0.86%	26
2026 Q1	$4.81M	Buy	156,724 +39,085	+33%	+$1.19M	1.15%	15
2025 Q4	$3.23M	Buy	117,639 +2,032	+2%	+$55.3K	0.88%	25
2025 Q3	$3.16M	Sell	115,607 -9,153	-7%	-$250K	0.98%	21
2025 Q2	$3.31M	Sell	124,760 -6,692	-5%	-$175K	1.1%	19
2025 Q1	$3.67M	Buy	131,452 +15,024	+13%	+$419K	1.45%	15
2024 Q4	$3.18M	Buy	116,428 +17,614	+18%	+$501K	1.42%	15
2024 Q3	$2.78M	Sell	98,814 -615	-0.6%	-$16.8K	1.44%	15
2024 Q2	$2.58M	Buy	99,429 +8,688	+10%	+$226K	1.55%	15
2024 Q1	$2.44M	Sell	90,741 -14,016	-13%	-$362K	1.79%	13
2023 Q4	$1.9M	Buy	+104,757	New	+$2.5M	1.76%	13

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

Florida Financial Advisors's SCHD Position: Q2 2026 in Review

Florida Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.3% in Q2 2026, buying an estimated $116K and bringing the position to 160,369 shares worth $5.09M. The position accounts for 0.86% of the portfolio, ranked #26.

Florida Financial Advisors first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Florida Financial Advisors held 160,369 shares of Schwab US Dividend Equity ETF worth $5.09M as of Q2 2026.
Florida Financial Advisors bought 3,645 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $116K.
Schwab US Dividend Equity ETF made up 0.86% of Florida Financial Advisors's portfolio in Q2 2026, its #26 holding.
Florida Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.