FourThought Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

FourThought Financial Partners’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	$6.34M	Buy	199,899 +17,584	+10%	+$558K	0.49%	58
2026 Q1	$5.59M	Sell	182,315 -116,046	-39%	-$3.52M	0.48%	58
2025 Q4	$8.18M	Buy	298,361 +232,934	+356%	+$6.33M	0.69%	39
2025 Q3	$1.79M	Hold	65,427	–	–	0.16%	102
2025 Q2	$1.73M	Buy	65,427 +28,170	+76%	+$736K	0.17%	104
2025 Q1	$1.04M	Buy	+37,257	New	+$1.04M	0.11%	126

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

FourThought Financial Partners's SCHD Position: Q2 2026 in Review

FourThought Financial Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 9.6% in Q2 2026, buying an estimated $558K and bringing the position to 199,899 shares worth $6.34M. The position accounts for 0.49% of the portfolio, ranked #58.

FourThought Financial Partners first reported a position in SCHD in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.18M in Q4 2025. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

FourThought Financial Partners held 199,899 shares of Schwab US Dividend Equity ETF worth $6.34M as of Q2 2026.
FourThought Financial Partners bought 17,584 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $558K.
Schwab US Dividend Equity ETF made up 0.49% of FourThought Financial Partners's portfolio in Q2 2026, its #58 holding.
FourThought Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 6 quarters since.
FourThought Financial Partners's Schwab US Dividend Equity ETF position peaked at $8.18M in Q4 2025.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.