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Harfst & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Harfst & Associates’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 		$271K Sell
8,552
-475
-5% -$15.1K 0.04% 106
2026
Q1 		$277K Buy
9,027
+398
+5% +$12.1K 0.05% 112
2025
Q4 		$237K Buy
+8,629
New +$235K 0.04% 109

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Harfst & Associates's SCHD Position: Q2 2026 in Review

Harfst & Associates reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.3% in Q2 2026, selling an estimated $15.1K and leaving 8,552 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #106.

Harfst & Associates first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. The position peaked at $277K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Harfst & Associates held 8,552 shares of Schwab US Dividend Equity ETF worth $271K as of Q2 2026.
  • Harfst & Associates sold 475 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $15.1K.
  • Schwab US Dividend Equity ETF made up 0.04% of Harfst & Associates's portfolio in Q2 2026, its #106 holding.
  • Harfst & Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Harfst & Associates's Schwab US Dividend Equity ETF position peaked at $277K in Q1 2026.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Harfst & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.