Heck Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Heck Capital Advisors’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	$339K	Sell	10,695 -500	-4%	-$15.9K	0.02%	176
2026 Q1	$343K	Hold	11,195	–	–	0.03%	167
2025 Q4	$307K	Buy	+11,195	New	+$304K	0.02%	184
2025 Q2	–	Sell	-98,088	Closed	-$2.74M	–	240
2025 Q1	$2.74M	Buy	98,088 +21,910	+29%	+$611K	0.31%	56
2024 Q4	$2.08M	Buy	76,178 +110	+0.1%	+$3.13K	0.24%	61
2024 Q3	$2.14M	Sell	76,068 -366	-0.5%	-$9.97K	0.25%	62
2024 Q2	$1.98M	Sell	76,434 -141	-0.2%	-$3.67K	0.25%	64
2024 Q1	$2.06M	Sell	76,575 -336	-0.4%	-$8.68K	0.31%	55
2023 Q4	$1.95M	Sell	76,911 -72,723	-49%	-$1.73M	0.32%	58
2023 Q3	$3.53M	Sell	149,634 -158,670	-51%	-$3.89M	0.65%	41
2023 Q2	$7.46M	Sell	308,304 -294,612	-49%	-$7.04M	1.29%	29
2023 Q1	$14.7M	Buy	602,916 +5,214	+0.9%	+$130K	2.82%	8
2022 Q4	$15.1M	Sell	597,702 -11,577	-2%	-$286K	2.92%	7
2022 Q3	$13.5M	Buy	609,279 +15,792	+3%	+$384K	2.78%	11
2022 Q2	$14.2M	Buy	593,487 +60,168	+11%	+$1.53M	2.85%	9
2022 Q1	$14M	Buy	+533,319	New	+$14M	2.54%	8

Other funds holding SCHD

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return