Frederick Financial Consultants’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Frederick Financial Consultants’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	$425K	Sell	13,414 -132	-1%	-$4.19K	0.18%	68
2026 Q1	$416K	Buy	13,546 +3,861	+40%	+$117K	0.21%	63
2025 Q4	$266K	Buy	9,685 +15	+0.2%	+$408	0.15%	87
2025 Q3	$264K	Sell	9,670 -4,219	-30%	-$115K	0.15%	88
2025 Q2	$368K	Sell	13,889 -1,792	-11%	-$46.8K	0.23%	61
2025 Q1	$438K	Sell	15,681 -662	-4%	-$18.5K	0.32%	55
2024 Q4	$446K	Buy	+16,343	New	+$465K	0.36%	46

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

Frederick Financial Consultants's SCHD Position: Q2 2026 in Review

Frederick Financial Consultants reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.97% in Q2 2026, selling an estimated $4.19K and leaving 13,414 shares worth $425K. The position accounts for 0.18% of the portfolio, ranked #68.

Frederick Financial Consultants first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $446K in Q4 2024. 2,143 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Frederick Financial Consultants held 13,414 shares of Schwab US Dividend Equity ETF worth $425K as of Q2 2026.
Frederick Financial Consultants sold 132 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.19K.
Schwab US Dividend Equity ETF made up 0.18% of Frederick Financial Consultants's portfolio in Q2 2026, its #68 holding.
Frederick Financial Consultants first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Frederick Financial Consultants's Schwab US Dividend Equity ETF position peaked at $446K in Q4 2024.
2,143 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.