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

Hughes 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	$47.7K	Hold	1,505	–	–	0.01%	183
2026 Q1	$46.2K	Hold	1,505	–	–	0.01%	170
2025 Q4	$41.3K	Sell	1,505 -2,005	-57%	-$54.5K	0.01%	175
2025 Q3	$94K	Sell	3,510 -263	-7%	-$7.17K	0.01%	122
2025 Q2	$101K	Sell	3,773 -2,021	-35%	-$52.8K	0.02%	111
2025 Q1	$161K	Sell	5,794 -2,510	-30%	-$70K	0.03%	77
2024 Q4	$227K	Buy	+8,304	New	+$236K	0.05%	56

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

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

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

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

Hughes Financial Services held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 1,505 shares worth $47.7K. The position accounts for 0.01% of the portfolio, ranked #183.

Hughes Financial Services first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $227K in Q4 2024. 683 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Hughes Financial Services held 1,505 shares of Schwab US Dividend Equity ETF worth $47.7K as of Q2 2026.
Hughes Financial Services left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Hughes Financial Services's portfolio in Q2 2026, its #183 holding.
Hughes Financial Services first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Hughes Financial Services's Schwab US Dividend Equity ETF position peaked at $227K in Q4 2024.
683 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.