Focus Financial Network’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Focus Financial Network’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	$57.7M	Sell	1,818,289 -164,885	-8%	-$5.23M	1.78%	10
2026 Q1	$60.8M	Sell	1,983,174 -200,456	-9%	-$6.08M	2.18%	7
2025 Q4	$59.9M	Sell	2,183,630 -1,014,418	-32%	-$27.6M	2.09%	7
2025 Q3	$87.3M	Sell	3,198,048 -33,586	-1%	-$916K	3.11%	5
2025 Q2	$85.6M	Sell	3,231,634 -30,899	-0.9%	-$807K	3.38%	4
2025 Q1	$91.2M	Buy	3,262,533 +78,717	+2%	+$2.19M	3.73%	4
2024 Q4	$87M	Buy	3,183,816 +106,776	+3%	+$3.04M	3.46%	5
2024 Q3	$86.7M	Buy	3,077,040 +77,391	+3%	+$2.11M	3.54%	5
2024 Q2	$82.3M	Sell	2,999,649 -62,331	-2%	-$1.62M	3.52%	5
2024 Q1	$77.4M	Sell	3,061,980 -714,378	-19%	-$18.5M	3.77%	4
2023 Q4	$95.8M	Sell	3,776,358 -20,013	-0.5%	-$477K	3.6%	4
2023 Q3	$89.5M	Buy	3,796,371 +52,155	+1%	+$1.28M	5.05%	1
2023 Q2	$90.6M	Buy	3,744,216 +278,907	+8%	+$6.66M	5.03%	2
2023 Q1	$84.5M	Sell	3,465,309 -17,619	-0.5%	-$440K	5.26%	1
2022 Q4	$87.7M	Buy	3,482,928 +179,268	+5%	+$4.42M	7.13%	1
2022 Q3	$73.2M	Buy	3,303,660 +205,104	+7%	+$4.98M	6.32%	1
2022 Q2	$74M	Buy	3,098,556 +96,579	+3%	+$2.46M	6.11%	1
2022 Q1	$78.9M	Buy	3,001,977 +2,948,322	+5,495%	+$77.2M	5.5%	1
2021 Q4	$1.45M	Buy	53,655 +6,381	+13%	+$166K	0.21%	105
2021 Q3	$1.17M	Buy	47,274 +1,779	+4%	+$45.2K	0.16%	143
2021 Q2	$1.15M	Buy	45,495 +96	+0.2%	+$2.42K	0.15%	145
2021 Q1	$1.1M	Sell	45,399 -2,166,570	-98%	-$49.3M	0.13%	149
2020 Q4	$47.3M	Buy	2,211,969 +66,855	+3%	+$1.36M	4.19%	4
2020 Q3	$39.5M	Sell	2,145,114 -171,837	-7%	-$3.16M	3.69%	4
2020 Q2	$40M	Buy	2,316,951 +90,252	+4%	+$1.52M	4.44%	2
2020 Q1	$33.4M	Buy	2,226,699 +364,347	+20%	+$6.54M	4.48%	2
2019 Q4	$36M	Buy	1,862,352 +26,397	+1%	+$494K	4.41%	1
2019 Q3	$33.5M	Buy	1,835,955 +83,556	+5%	+$1.5M	4.64%	1
2019 Q2	$31.2M	Buy	1,752,399 +37,368	+2%	+$657K	4.63%	1
2019 Q1	$29.9M	Buy	+1,715,031	New	+$28.8M	4.79%	1

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

Focus Financial Network's SCHD Position: Q2 2026 in Review

Focus Financial Network reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.3% in Q2 2026, selling an estimated $5.23M and leaving 1,818,289 shares worth $57.7M. The position accounts for 1.78% of the portfolio, ranked #10.

Focus Financial Network first reported a position in SCHD in Q1 2019 and has held it in 30 quarters since. The position peaked at $95.8M in Q4 2023. 2,137 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Focus Financial Network held 1,818,289 shares of Schwab US Dividend Equity ETF worth $57.7M as of Q2 2026.
Focus Financial Network sold 164,885 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5.23M.
Schwab US Dividend Equity ETF made up 1.78% of Focus Financial Network's portfolio in Q2 2026, its #10 holding.
Focus Financial Network first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 30 quarters since.
Focus Financial Network's Schwab US Dividend Equity ETF position peaked at $95.8M in Q4 2023.
2,137 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.