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

HMV 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	$256K	Hold	8,077	–	–	0.1%	83
2026 Q1	$248K	Sell	8,077 -600	-7%	-$18.2K	0.12%	76
2025 Q4	$238K	Hold	8,677	–	–	0.12%	77
2025 Q3	$237K	Hold	8,677	–	–	0.13%	78
2025 Q2	$230K	Hold	8,677	–	–	0.15%	73
2025 Q1	$243K	Sell	8,677 -750	-8%	-$20.9K	0.19%	74
2024 Q4	$258K	Buy	+9,427	New	+$268K	0.26%	72

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 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

AAIM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

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

SIG

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

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

HMV Wealth Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 8,077 shares worth $256K. The position accounts for 0.1% of the portfolio, ranked #83.

HMV Wealth Advisors first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $258K in Q4 2024. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

HMV Wealth Advisors held 8,077 shares of Schwab US Dividend Equity ETF worth $256K as of Q2 2026.
HMV Wealth Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.1% of HMV Wealth Advisors's portfolio in Q2 2026, its #83 holding.
HMV Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
HMV Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $258K in Q4 2024.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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