Hutchens & Kramer Investment Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Hutchens & Kramer Investment Management Group’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	$739K	Buy	23,312 +6,188	+36%	+$196K	0.2%	71
2026 Q1	$525K	Buy	17,124 +1,199	+8%	+$36.4K	0.17%	78
2025 Q4	$437K	Buy	15,925 +3,690	+30%	+$100K	0.15%	92
2025 Q3	$334K	Buy	12,235 +9	+0.1%	+$246	0.13%	106
2025 Q2	$331K	Sell	12,226 -1,467	-11%	-$38.3K	0.15%	102
2025 Q1	$383K	Buy	13,693 +465	+4%	+$13K	0.21%	79
2024 Q4	$361K	Buy	13,228 +598	+5%	+$17K	0.2%	86
2024 Q3	$356K	Buy	12,630 +2,226	+21%	+$60.6K	0.2%	93
2024 Q2	$268K	Hold	10,404	–	–	0.15%	113
2024 Q1	$278K	Buy	10,404 +144	+1%	+$3.72K	0.16%	110
2023 Q4	$260K	Buy	+10,260	New	+$244K	0.18%	95

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

Hutchens & Kramer Investment Management Group's SCHD Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 36% in Q2 2026, buying an estimated $196K and bringing the position to 23,312 shares worth $739K. The position accounts for 0.2% of the portfolio, ranked #71.

Hutchens & Kramer Investment Management Group first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Hutchens & Kramer Investment Management Group held 23,312 shares of Schwab US Dividend Equity ETF worth $739K as of Q2 2026.
Hutchens & Kramer Investment Management Group bought 6,188 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $196K.
Schwab US Dividend Equity ETF made up 0.2% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #71 holding.
Hutchens & Kramer Investment Management Group first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.