Future Financial Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Future Financial Wealth Management’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	$441K	Buy	13,436 +428	+3%	+$13.6K	0.27%	62
2026 Q1	$399K	Buy	13,008 +286	+2%	+$8.68K	0.26%	72
2025 Q4	$365K	Sell	12,722 -3,971	-24%	-$108K	0.25%	78
2025 Q3	$456K	Sell	16,693 -196,997	-92%	-$5.37M	0.29%	68
2025 Q2	$5.66M	Sell	213,690 -3,639	-2%	-$95K	3.86%	3
2025 Q1	$6.08M	Buy	217,329 +12,397	+6%	+$346K	4.46%	3
2024 Q4	$5.6M	Buy	204,932 +8,822	+4%	+$251K	4.09%	3
2024 Q3	$5.53M	Buy	196,110 +10,305	+6%	+$281K	3.95%	3
2024 Q2	$4.82M	Buy	185,805 +13,068	+8%	+$340K	4.23%	3
2024 Q1	$4.64M	Buy	172,737 +45,402	+36%	+$1.17M	3.57%	3
2023 Q4	$3.23M	Buy	127,335 +1,416	+1%	+$33.7K	3.21%	8
2023 Q3	$2.97M	Buy	125,919 +978	+0.8%	+$24K	3.29%	9
2023 Q2	$3.02M	Sell	124,941 -25,002	-17%	-$597K	3.18%	10
2023 Q1	$3.68M	Buy	149,943 +87,891	+142%	+$2.2M	4.05%	3
2022 Q4	$1.56M	Buy	62,052 +20,190	+48%	+$498K	1.78%	10
2022 Q3	$1M	Buy	41,862 +561	+1%	+$13.6K	1.15%	27
2022 Q2	$1.09M	Hold	41,301	–	–	1.06%	29
2022 Q1	$1.09M	Buy	41,301 +3,174	+8%	+$83.1K	0.9%	29
2021 Q4	$1.03M	Buy	38,127 +3,237	+9%	+$84.1K	0.82%	35
2021 Q3	$879K	Hold	34,890	–	–	0.9%	40
2021 Q2	$879K	Buy	34,890 +870	+3%	+$22K	0.9%	40
2021 Q1	$827K	Buy	34,020 +3,456	+11%	+$78.6K	0.95%	30
2020 Q4	$653K	Buy	+30,564	New	+$620K	0.75%	41

Other funds holding SCHD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Future Financial Wealth Management's SCHD Position: Q2 2026 in Review

Future Financial Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.3% in Q2 2026, buying an estimated $13.6K and bringing the position to 13,436 shares worth $441K. The position accounts for 0.27% of the portfolio, ranked #62.

Future Financial Wealth Management first reported a position in SCHD in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.08M in Q1 2025. 1,229 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Future Financial Wealth Management held 13,436 shares of Schwab US Dividend Equity ETF worth $441K as of Q2 2026.
Future Financial Wealth Management bought 428 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $13.6K.
Schwab US Dividend Equity ETF made up 0.27% of Future Financial Wealth Management's portfolio in Q2 2026, its #62 holding.
Future Financial Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 23 quarters since.
Future Financial Wealth Management's Schwab US Dividend Equity ETF position peaked at $6.08M in Q1 2025.
1,229 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.