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 Q3	$60.4M	Buy	1,855,405 +37,116	+2%	+$1.25M	1.83%	9
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

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Focus Financial Network's SCHD Position: Q3 2026 in Review

Focus Financial Network increased its Schwab US Dividend Equity ETF (SCHD) stake by 2% in Q3 2026, buying an estimated $1.25M and bringing the position to 1,855,405 shares worth $60.4M. The position accounts for 1.83% of the portfolio, ranked #9.

Focus Financial Network first reported a position in SCHD in Q1 2019 and has held it in 31 quarters since. The position peaked at $95.8M in Q4 2023. 513 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Focus Financial Network held 1,855,405 shares of Schwab US Dividend Equity ETF worth $60.4M as of Q3 2026.
Focus Financial Network bought 37,116 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $1.25M.
Schwab US Dividend Equity ETF made up 1.83% of Focus Financial Network's portfolio in Q3 2026, its #9 holding.
Focus Financial Network first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 31 quarters since.
Focus Financial Network's Schwab US Dividend Equity ETF position peaked at $95.8M in Q4 2023.
513 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.