Frazier Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Frazier Financial Advisors’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	$48.6K	Buy	1,533 +33	+2%	+$1.05K	0.02%	189
2026 Q1	$46K	Buy	1,500 +2	+0.1%	+$61	0.03%	198
2025 Q4	$41.1K	Sell	1,498 -179	-11%	-$4.87K	0.02%	180
2025 Q3	$45.8K	Buy	1,677 +185	+12%	+$5.05K	0.03%	166
2025 Q2	$39.5K	Buy	1,492 +300	+25%	+$7.83K	0.03%	178
2025 Q1	$33.3K	Sell	1,192 -248	-17%	-$6.91K	0.03%	180
2024 Q4	$39.2K	Buy	1,440 +1,290	+860%	+$36.7K	0.03%	156
2024 Q3	$4.23K	Hold	150	–	–	﹤0.01%	559
2024 Q2	$3.89K	Hold	150	–	–	﹤0.01%	677
2024 Q1	$4.03K	Sell	150 -27	-15%	-$698	﹤0.01%	638
2023 Q4	$4.49K	Buy	+177	New	+$4.22K	﹤0.01%	522

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

Frazier Financial Advisors's SCHD Position: Q2 2026 in Review

Frazier Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.2% in Q2 2026, buying an estimated $1.05K and bringing the position to 1,533 shares worth $48.6K. The position accounts for 0.02% of the portfolio, ranked #189.

Frazier Financial Advisors first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Frazier Financial Advisors held 1,533 shares of Schwab US Dividend Equity ETF worth $48.6K as of Q2 2026.
Frazier Financial Advisors bought 33 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.05K.
Schwab US Dividend Equity ETF made up 0.02% of Frazier Financial Advisors's portfolio in Q2 2026, its #189 holding.
Frazier Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.