Howard Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Howard Financial Services’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	$61.9M	Buy	1,953,598 +8,306	+0.4%	+$264K	6.19%	2
2026 Q1	$59.7M	Sell	1,945,292 -10,245	-0.5%	-$311K	6.72%	2
2025 Q4	$53.6M	Sell	1,955,537 -34,712	-2%	-$944K	6.27%	2
2025 Q3	$54.3M	Sell	1,990,249 -41,824	-2%	-$1.14M	6.65%	2
2025 Q2	$53.8M	Sell	2,032,073 -41,027	-2%	-$1.07M	7.08%	2
2025 Q1	$58M	Buy	2,073,100 +51,341	+3%	+$1.43M	7.89%	2
2024 Q4	$55.2M	Buy	2,021,759 +50,015	+3%	+$1.42M	7.51%	2
2024 Q3	$55.6M	Buy	1,971,744 +86,619	+5%	+$2.36M	8.02%	2
2024 Q2	$48.9M	Buy	1,885,125 +78,384	+4%	+$2.04M	8.01%	2
2024 Q1	$48.6M	Sell	1,806,741 -15,999	-0.9%	-$413K	8.36%	2
2023 Q4	$46.3M	Sell	1,822,740 -31,023	-2%	-$739K	8.92%	2
2023 Q3	$43.7M	Buy	1,853,763 +37,536	+2%	+$921K	10.02%	2
2023 Q2	$44M	Sell	1,816,227 -52,641	-3%	-$1.26M	10.49%	2
2023 Q1	$45.6M	Sell	1,868,868 -15,918	-0.8%	-$398K	11.1%	1
2022 Q4	$47.5M	Buy	1,884,786 +60,978	+3%	+$1.51M	12.47%	1
2022 Q3	$40.4M	Sell	1,823,808 -28,497	-2%	-$692K	13.09%	1
2022 Q2	$44.2M	Buy	1,852,305 +34,146	+2%	+$869K	15.02%	1
2022 Q1	$47.8M	Buy	1,818,159 +195,393	+12%	+$5.12M	14.16%	2
2021 Q4	$43.7M	Buy	1,622,766 +114,828	+8%	+$2.98M	13.11%	3
2021 Q3	$37.3M	Buy	1,507,938 +76,887	+5%	+$1.95M	13.99%	3
2021 Q2	$36.1M	Buy	1,431,051 +112,563	+9%	+$2.84M	14.14%	1
2021 Q1	$32M	Buy	1,318,488 +143,184	+12%	+$3.26M	14.39%	1
2020 Q4	$25.1M	Buy	1,175,304 +68,316	+6%	+$1.39M	13.24%	1
2020 Q3	$20.4M	Buy	1,106,988 +6,753	+0.6%	+$124K	13.19%	1
2020 Q2	$19M	Sell	1,100,235 -36,759	-3%	-$621K	13.48%	1
2020 Q1	$17M	Buy	1,136,994 +322,140	+40%	+$5.78M	15.08%	2
2019 Q4	$15.7M	Buy	814,854 +183,699	+29%	+$3.44M	9.67%	2
2019 Q3	$11.5M	Buy	631,155 +211,149	+50%	+$3.78M	7.63%	2
2019 Q2	$7.43M	Buy	420,006 +149,079	+55%	+$2.62M	5.08%	5
2019 Q1	$4.72M	Buy	270,927 +57,015	+27%	+$959K	3.35%	9
2018 Q4	$3.35M	Buy	+213,912	New	+$3.57M	2.57%	10

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

Howard Financial Services's SCHD Position: Q2 2026 in Review

Howard Financial Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.43% in Q2 2026, buying an estimated $264K and bringing the position to 1,953,598 shares worth $61.9M. The position accounts for 6.19% of the portfolio, ranked #2.

Howard Financial Services first reported a position in SCHD in Q4 2018 and has held it in 31 quarters since. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Howard Financial Services held 1,953,598 shares of Schwab US Dividend Equity ETF worth $61.9M as of Q2 2026.
Howard Financial Services bought 8,306 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $264K.
Schwab US Dividend Equity ETF made up 6.19% of Howard Financial Services's portfolio in Q2 2026, its #2 holding.
Howard Financial Services first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 31 quarters since.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.