Graney & King’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Graney & King’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	$946K	Sell	29,840 -1,415	-5%	-$44.9K	0.34%	31
2026 Q1	$959K	Sell	31,255 -12,114	-28%	-$367K	0.52%	27
2025 Q4	$1.19M	Sell	43,369 -8,482	-16%	-$231K	0.7%	22
2025 Q3	$1.42M	Sell	51,851 -14,092	-21%	-$384K	0.98%	18
2025 Q2	$1.75M	Buy	65,943 +477	+0.7%	+$12.5K	1.17%	16
2025 Q1	$1.83M	Sell	65,466 -1,898	-3%	-$52.9K	1.36%	16
2024 Q4	$1.84M	Buy	+67,364	New	+$1.92M	1.39%	16

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

Graney & King's SCHD Position: Q2 2026 in Review

Graney & King reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.5% in Q2 2026, selling an estimated $44.9K and leaving 29,840 shares worth $946K. The position accounts for 0.34% of the portfolio, ranked #31.

Graney & King first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.84M in Q4 2024. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Graney & King held 29,840 shares of Schwab US Dividend Equity ETF worth $946K as of Q2 2026.
Graney & King sold 1,415 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $44.9K.
Schwab US Dividend Equity ETF made up 0.34% of Graney & King's portfolio in Q2 2026, its #31 holding.
Graney & King first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Graney & King's Schwab US Dividend Equity ETF position peaked at $1.84M in Q4 2024.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.