Forum Financial Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Forum Financial Management’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	$946K	Sell	29,822 -1,381	-4%	-$43.8K	0.01%	136
2026 Q1	$957K	Buy	31,203 +2,244	+8%	+$68.1K	0.01%	130
2025 Q4	$794K	Buy	28,959 +2,446	+9%	+$66.5K	0.01%	309
2025 Q3	$724K	Buy	26,513 +1,628	+7%	+$44.4K	0.01%	317
2025 Q2	$659K	Buy	24,885 +2,218	+10%	+$57.9K	0.01%	319
2025 Q1	$634K	Buy	22,667 +2,054	+10%	+$57.3K	0.01%	291
2024 Q4	$563K	Buy	20,613 +3,693	+22%	+$105K	0.01%	335
2024 Q3	$477K	Buy	16,920 +1,494	+10%	+$40.7K	0.01%	344
2024 Q2	$400K	Buy	15,426 +7,365	+91%	+$192K	0.01%	385
2024 Q1	$217K	Buy	+8,061	New	+$208K	﹤0.01%	665
2023 Q3	–	Sell	-11,973	Closed	-$290K	–	669
2023 Q2	$290K	Sell	11,973 -1,263	-10%	-$30.2K	0.01%	443
2023 Q1	$323K	Buy	13,236 +594	+5%	+$14.8K	0.01%	382
2022 Q4	$318K	Buy	12,642 +1,353	+12%	+$33.4K	0.01%	374
2022 Q3	$250K	Sell	11,289 -426	-4%	-$10.3K	0.01%	410
2022 Q2	$280K	Sell	11,715 -537	-4%	-$13.7K	0.01%	376
2022 Q1	$322K	Sell	12,252 -228	-2%	-$5.97K	0.02%	359
2021 Q4	$336K	Buy	+12,480	New	+$324K	0.02%	363

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

Forum Financial Management's SCHD Position: Q2 2026 in Review

Forum Financial Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.4% in Q2 2026, selling an estimated $43.8K and leaving 29,822 shares worth $946K. The position accounts for 0.01% of the portfolio, ranked #136.

Forum Financial Management first reported a position in SCHD in Q4 2021 and has held it in 17 quarters since. The position peaked at $957K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Forum Financial Management held 29,822 shares of Schwab US Dividend Equity ETF worth $946K as of Q2 2026.
Forum Financial Management sold 1,381 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $43.8K.
Schwab US Dividend Equity ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #136 holding.
Forum Financial Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 17 quarters since.
Forum Financial Management's Schwab US Dividend Equity ETF position peaked at $957K in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.