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

Frisch Financial Group’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	$406K	Sell	12,806 -1,449	-10%	-$46K	0.07%	122
2026 Q1	$437K	Buy	14,255 +2,554	+22%	+$77.5K	0.09%	109
2025 Q4	$321K	Buy	11,701 +64	+0.5%	+$1.74K	0.07%	116
2025 Q3	$318K	Buy	11,637 +61	+0.5%	+$1.66K	0.07%	111
2025 Q2	$307K	Buy	11,576 +1,168	+11%	+$30.5K	0.08%	108
2025 Q1	$291K	Buy	10,408 +267	+3%	+$7.44K	0.08%	100
2024 Q4	$277K	Sell	10,141 -410	-4%	-$11.7K	0.08%	102
2024 Q3	$297K	Buy	+10,551	New	+$287K	0.09%	102

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

Frisch Financial Group's SCHD Position: Q2 2026 in Review

Frisch Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 10% in Q2 2026, selling an estimated $46K and leaving 12,806 shares worth $406K. The position accounts for 0.07% of the portfolio, ranked #122.

Frisch Financial Group first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. The position peaked at $437K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Frisch Financial Group held 12,806 shares of Schwab US Dividend Equity ETF worth $406K as of Q2 2026.
Frisch Financial Group sold 1,449 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $46K.
Schwab US Dividend Equity ETF made up 0.07% of Frisch Financial Group's portfolio in Q2 2026, its #122 holding.
Frisch Financial Group first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
Frisch Financial Group's Schwab US Dividend Equity ETF position peaked at $437K in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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