Hunter Associates Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Hunter Associates Investment 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	$17.8M	Sell	560,479 -10,737	-2%	-$341K	2.05%	11
2026 Q1	$17.5M	Sell	571,216 -6,124	-1%	-$186K	2.32%	10
2025 Q4	$15.8M	Sell	577,340 -9,253	-2%	-$252K	2.12%	11
2025 Q3	$16M	Sell	586,593 -77,349	-12%	-$2.11M	2.23%	9
2025 Q2	$17.6M	Sell	663,942 -25,302	-4%	-$661K	2.61%	8
2025 Q1	$19.3M	Sell	689,244 -11,470	-2%	-$320K	2.97%	5
2024 Q4	$19.1M	Buy	700,714 +79,225	+13%	+$2.25M	2.91%	5
2024 Q3	$17.5M	Buy	621,489 +50,244	+9%	+$1.37M	2.71%	5
2024 Q2	$14.8M	Buy	571,245 +126,522	+28%	+$3.29M	2.49%	6
2024 Q1	$11.9M	Buy	444,723 +32,871	+8%	+$849K	2.01%	8
2023 Q4	$10.5M	Buy	411,852 +20,016	+5%	+$477K	1.92%	7
2023 Q3	$9.23M	Buy	391,836 +47,091	+14%	+$1.16M	1.88%	8
2023 Q2	$8.35M	Buy	344,745 +111,423	+48%	+$2.66M	1.63%	13
2023 Q1	$5.7M	Buy	233,322 +141,285	+154%	+$3.53M	1.22%	22
2022 Q4	$2.32M	Buy	92,037 +27,546	+43%	+$680K	0.56%	49
2022 Q3	$1.43M	Buy	64,491 +21,093	+49%	+$512K	0.37%	67
2022 Q2	$1.04M	Buy	+43,398	New	+$1.1M	0.26%	83

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

Hunter Associates Investment Management's SCHD Position: Q2 2026 in Review

Hunter Associates Investment Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.9% in Q2 2026, selling an estimated $341K and leaving 560,479 shares worth $17.8M. The position accounts for 2.05% of the portfolio, ranked #11.

Hunter Associates Investment Management first reported a position in SCHD in Q2 2022 and has held it in 17 quarters since. The position peaked at $19.3M in Q1 2025. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Hunter Associates Investment Management held 560,479 shares of Schwab US Dividend Equity ETF worth $17.8M as of Q2 2026.
Hunter Associates Investment Management sold 10,737 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $341K.
Schwab US Dividend Equity ETF made up 2.05% of Hunter Associates Investment Management's portfolio in Q2 2026, its #11 holding.
Hunter Associates Investment Management first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 17 quarters since.
Hunter Associates Investment Management's Schwab US Dividend Equity ETF position peaked at $19.3M in Q1 2025.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.