Global Financial Private Client’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Global Financial Private Client’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	$5.89M	Buy	185,729 +831	+0.4%	+$26.4K	1.6%	7
2026 Q1	$5.67M	Sell	184,898 -114	-0.1%	-$3.46K	1.86%	5
2025 Q4	$5.07M	Sell	185,012 -14,486	-7%	-$394K	1.78%	5
2025 Q3	$5.45M	Sell	199,498 -90,851	-31%	-$2.48M	1.94%	5
2025 Q2	$7.69M	Buy	290,349 +590	+0.2%	+$15.4K	2.89%	6
2025 Q1	$8.1M	Sell	289,759 -560	-0.2%	-$15.6K	3.09%	4
2024 Q4	$7.93M	Sell	290,319 -1,026	-0.4%	-$29.2K	2.97%	4
2024 Q3	$8.21M	Sell	291,345 -1,986	-0.7%	-$54.1K	3.2%	4
2024 Q2	$7.6M	Sell	293,331 -1,248	-0.4%	-$32.5K	3.18%	4
2024 Q1	$7.87M	Sell	294,579 -9,636	-3%	-$249K	3.38%	4
2023 Q4	$7.72M	Sell	304,215 -14,832	-5%	-$353K	3.61%	4
2023 Q3	$7.46M	Sell	319,047 -2,760	-0.9%	-$67.7K	3.86%	3
2023 Q2	$7.84M	Sell	321,807 -153,069	-32%	-$3.66M	3.85%	2
2023 Q1	$11.6M	Buy	474,876 +22,023	+5%	+$551K	6%	1
2022 Q4	$11.4M	Buy	452,853 +70,455	+18%	+$1.74M	6.38%	1
2022 Q3	$8.69M	Buy	382,398 +28,053	+8%	+$682K	5.01%	2
2022 Q2	$8.52M	Buy	354,345 +32,556	+10%	+$828K	4.81%	2
2022 Q1	$8.5M	Buy	321,789 +61,083	+23%	+$1.6M	4.11%	2
2021 Q4	$7.02M	Buy	260,706 +6,510	+3%	+$169K	3.39%	4
2021 Q3	$6.37M	Buy	254,196 +14,265	+6%	+$363K	3.28%	3
2021 Q2	$6.08M	Buy	239,931 +48,837	+26%	+$1.23M	3.39%	4
2021 Q1	$4.67M	Buy	191,094 +3,915	+2%	+$89K	3.35%	7
2020 Q4	$4M	Sell	187,179 -10,536	-5%	-$214K	3.18%	7
2020 Q3	$3.64M	Buy	197,715 +31,911	+19%	+$587K	3.16%	7
2020 Q2	$2.83M	Buy	165,804 +9,837	+6%	+$166K	2.47%	9
2020 Q1	$2.26M	Buy	155,967 +155,517	+34,559%	+$2.79M	2.4%	8
2019 Q4	$8.69K	Buy	+450	New	+$8.43K	0.01%	388

Other funds holding SCHD

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Global Financial Private Client's SCHD Position: Q2 2026 in Review

Global Financial Private Client increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.45% in Q2 2026, buying an estimated $26.4K and bringing the position to 185,729 shares worth $5.89M. The position accounts for 1.6% of the portfolio, ranked #7.

Global Financial Private Client first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.6M in Q1 2023. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Global Financial Private Client held 185,729 shares of Schwab US Dividend Equity ETF worth $5.89M as of Q2 2026.
Global Financial Private Client bought 831 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $26.4K.
Schwab US Dividend Equity ETF made up 1.6% of Global Financial Private Client's portfolio in Q2 2026, its #7 holding.
Global Financial Private Client first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
Global Financial Private Client's Schwab US Dividend Equity ETF position peaked at $11.6M in Q1 2023.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.