HRC Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

HRC Wealth Management’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	$8.71M	Buy	274,610 +2,196	+0.8%	+$69.7K	3.56%	6
2026 Q1	$8.36M	Buy	272,414 +19,213	+8%	+$583K	3.95%	5
2025 Q4	$6.95M	Buy	253,201 +1,908	+0.8%	+$51.9K	3.33%	6
2025 Q3	$6.86M	Buy	251,293 +2,570	+1%	+$70.1K	3.35%	6
2025 Q2	$6.59M	Buy	248,723 +2,148	+0.9%	+$56.1K	3.51%	5
2025 Q1	$6.89M	Sell	246,575 -11,406	-4%	-$318K	4.28%	4
2024 Q4	$7.05M	Buy	257,981 +2,765	+1%	+$78.6K	4.18%	4
2024 Q3	$7.19M	Buy	255,216 +558	+0.2%	+$15.2K	4.64%	4
2024 Q2	$6.6M	Buy	254,658 +2,163	+0.9%	+$56.3K	4.52%	4
2024 Q1	$6.79M	Buy	252,495 +15,081	+6%	+$390K	4.96%	4
2023 Q4	$6.02M	Buy	+237,414	New	+$5.66M	5.18%	4

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

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

HRC Wealth Management's SCHD Position: Q2 2026 in Review

HRC Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.81% in Q2 2026, buying an estimated $69.7K and bringing the position to 274,610 shares worth $8.71M. The position accounts for 3.56% of the portfolio, ranked #6.

HRC Wealth Management first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 1,109 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

HRC Wealth Management held 274,610 shares of Schwab US Dividend Equity ETF worth $8.71M as of Q2 2026.
HRC Wealth Management bought 2,196 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $69.7K.
Schwab US Dividend Equity ETF made up 3.56% of HRC Wealth Management's portfolio in Q2 2026, its #6 holding.
HRC Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
1,109 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.