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Holistic Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Holistic Financial Partners’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 		– Sell
-6,817
Closed -$209K – 141
2026
Q1 		$209K Buy
+6,817
New +$207K 0.08% 136

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Holistic Financial Partners's SCHD Position: Q2 2026 in Review

Holistic Financial Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 6,817 shares — an estimated $209K sold.

Holistic Financial Partners first reported a position in SCHD in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Holistic Financial Partners reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Holistic Financial Partners sold 6,817 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $209K.
  • Holistic Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and held it in 1 quarter.
  • Holistic Financial Partners's Schwab US Dividend Equity ETF position peaked at $209K in Q1 2026.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.