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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

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
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
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
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

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. 411 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.
  • 411 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.