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

Friday Financial’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	$11.8M	Buy	363,808 +32,399	+10%	+$1.03M	3.17%	9
2026 Q1	$10.2M	Buy	331,409 +5,835	+2%	+$177K	3.5%	8
2025 Q4	$8.93M	Buy	325,574 +51,278	+19%	+$1.39M	3.15%	11
2025 Q3	$7.49M	Buy	274,296 +70,808	+35%	+$1.93M	3.14%	11
2025 Q2	$5.39M	Sell	203,488 -5,129	-2%	-$134K	2.74%	11
2025 Q1	$5.81M	Buy	208,617 +10,294	+5%	+$287K	3.48%	10
2024 Q4	$5.42M	Buy	+198,323	New	+$5.64M	3.73%	7

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Friday Financial's SCHD Position: Q2 2026 in Review

Friday Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 9.8% in Q2 2026, buying an estimated $1.03M and bringing the position to 363,808 shares worth $11.8M. The position accounts for 3.17% of the portfolio, ranked #9.

Friday Financial first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 587 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Friday Financial held 363,808 shares of Schwab US Dividend Equity ETF worth $11.8M as of Q2 2026.
Friday Financial bought 32,399 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.03M.
Schwab US Dividend Equity ETF made up 3.17% of Friday Financial's portfolio in Q2 2026, its #9 holding.
Friday Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
587 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Friday Financial's 13F filing for Q2 2026, filed 9 Jul 2026.