HHM Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

HHM Wealth 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	$168M	Buy	5,312,613 +156,107	+3%	+$4.95M	16.91%	1
2026 Q1	$158M	Buy	5,156,506 +138,225	+3%	+$4.19M	18.21%	1
2025 Q4	$138M	Sell	5,018,281 -68,932	-1%	-$1.87M	16.2%	1
2025 Q3	$139M	Sell	5,087,213 -102,314	-2%	-$2.79M	16.07%	1
2025 Q2	$138M	Buy	5,189,527 +214,249	+4%	+$5.6M	16.35%	1
2025 Q1	$139M	Buy	4,975,278 +102,700	+2%	+$2.86M	18.73%	1
2024 Q4	$133M	Buy	4,872,578 +115,595	+2%	+$3.29M	18.1%	1
2024 Q3	$134M	Buy	4,756,983 +172,638	+4%	+$4.7M	19.01%	1
2024 Q2	$119M	Buy	4,584,345 +109,359	+2%	+$2.85M	17.88%	1
2024 Q1	$120M	Sell	4,474,986 -9,687	-0.2%	-$250K	19.8%	1
2023 Q4	$114M	Buy	4,484,673 +153,378	+4%	+$3.66M	19.8%	1
2023 Q3	$102M	Buy	4,331,295 +186,885	+5%	+$4.59M	19.96%	1
2023 Q2	$100M	Buy	4,144,410 +112,017	+3%	+$2.68M	18.81%	1
2023 Q1	$98.3M	Buy	4,032,393 +173,478	+4%	+$4.34M	20.08%	1
2022 Q4	$97.2M	Buy	3,858,915 +109,581	+3%	+$2.7M	22.21%	1
2022 Q3	$83M	Buy	3,749,334 +177,354	+5%	+$4.31M	21.83%	1
2022 Q2	$85.3M	Buy	3,571,980 +202,020	+6%	+$5.14M	21.85%	1
2022 Q1	$88.6M	Buy	3,369,960 +346,512	+11%	+$9.07M	20.71%	1
2021 Q4	$81.5M	Buy	3,023,448 +92,808	+3%	+$2.41M	19.66%	1
2021 Q3	$72.5M	Buy	2,930,640 +37,599	+1%	+$956K	19.72%	1
2021 Q2	$72.9M	Buy	2,893,041 +160,968	+6%	+$4.06M	19.83%	1
2021 Q1	$66.4M	Buy	2,732,073 +86,868	+3%	+$1.98M	20.54%	1
2020 Q4	$56.6M	Buy	2,645,205 +44,331	+2%	+$899K	19.43%	1
2020 Q3	$47.9M	Buy	2,600,874 +10,431	+0.4%	+$192K	19.17%	1
2020 Q2	$44.7M	Buy	2,590,443 +115,116	+5%	+$1.94M	18.67%	1
2020 Q1	$37.1M	Buy	2,475,327 +411,525	+20%	+$7.39M	18.12%	1
2019 Q4	$39.8M	Buy	2,063,802 +175,359	+9%	+$3.28M	19.15%	1
2019 Q3	$34.5M	Buy	1,888,443 +157,728	+9%	+$2.82M	19.62%	1
2019 Q2	$30.6M	Buy	1,730,715 +162,351	+10%	+$2.86M	18.05%	1
2019 Q1	$27.3M	Buy	1,568,364 +32,073	+2%	+$539K	17.48%	1
2018 Q4	$24.1M	Buy	+1,536,291	New	+$25.6M	17.63%	1

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

HHM Wealth Advisors's SCHD Position: Q2 2026 in Review

HHM Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 3% in Q2 2026, buying an estimated $4.95M and bringing the position to 5,312,613 shares worth $168M. The position accounts for 16.91% of the portfolio, ranked #1.

HHM Wealth Advisors first reported a position in SCHD in Q4 2018 and has held it in 31 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

HHM Wealth Advisors held 5,312,613 shares of Schwab US Dividend Equity ETF worth $168M as of Q2 2026.
HHM Wealth Advisors bought 156,107 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.95M.
Schwab US Dividend Equity ETF made up 16.91% of HHM Wealth Advisors's portfolio in Q2 2026, its #1 holding.
HHM Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 31 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.