JFS Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

JFS Wealth Advisors’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	$662K	Buy	20,885 +14,834	+245%	+$471K	0.03%	214
2026 Q1	$186K	Buy	6,051 +90	+2%	+$2.73K	0.01%	336
2025 Q4	$164K	Buy	5,961 +1,468	+33%	+$39.9K	0.01%	337
2025 Q3	$123K	Hold	4,493	–	–	0.01%	386
2025 Q2	$119K	Sell	4,493 -2,197	-33%	-$57.4K	0.01%	347
2025 Q1	$187K	Buy	6,690 +2,046	+44%	+$57K	0.01%	310
2024 Q4	$127K	Hold	4,644	–	–	0.01%	336
2024 Q3	$131K	Buy	4,644 +1,761	+61%	+$48K	0.01%	333
2024 Q2	$74.7K	Buy	2,883 +666	+30%	+$17.3K	0.01%	362
2024 Q1	$59.6K	Hold	2,217	–	–	﹤0.01%	397
2023 Q4	$56.3K	Sell	2,217 -372	-14%	-$8.87K	﹤0.01%	385
2023 Q3	$61.1K	Hold	2,589	–	–	0.01%	348
2023 Q2	$62.7K	Buy	2,589 +549	+27%	+$13.1K	0.01%	342
2023 Q1	$49.7K	Hold	2,040	–	–	﹤0.01%	374
2022 Q4	$51.4K	Hold	2,040	–	–	0.01%	362
2022 Q3	$45K	Hold	2,040	–	–	﹤0.01%	398
2022 Q2	$49K	Sell	2,040 -360	-15%	-$9.16K	0.01%	399
2022 Q1	$63K	Sell	2,400 -795	-25%	-$20.8K	0.01%	372
2021 Q4	$86K	Hold	3,195	–	–	0.01%	335
2021 Q3	$79K	Buy	3,195 +2,253	+239%	+$57.3K	0.01%	352
2021 Q2	$24K	Buy	942 +867	+1,156%	+$21.9K	﹤0.01%	346
2021 Q1	$2K	Hold	75	–	–	﹤0.01%	551
2020 Q4	$2K	Hold	75	–	–	﹤0.01%	538
2020 Q3	$1K	Hold	75	–	–	﹤0.01%	544
2020 Q2	$1K	Hold	75	–	–	﹤0.01%	515
2020 Q1	$1K	Hold	75	–	–	﹤0.01%	486
2019 Q4	$1K	Hold	75	–	–	﹤0.01%	494
2019 Q3	$1K	Hold	75	–	–	﹤0.01%	495
2019 Q2	$1K	Hold	75	–	–	﹤0.01%	449
2019 Q1	$1K	Hold	75	–	–	﹤0.01%	450
2018 Q4	$1K	Hold	75	–	–	﹤0.01%	437
2018 Q3	$1K	Hold	75	–	–	﹤0.01%	511
2018 Q2	$1K	Hold	75	–	–	﹤0.01%	445
2018 Q1	$1K	Hold	75	–	–	﹤0.01%	505
2017 Q4	$1K	Hold	75	–	–	﹤0.01%	510
2017 Q3	$1K	Hold	75	–	–	﹤0.01%	432
2017 Q2	$1K	Hold	75	–	–	﹤0.01%	406
2017 Q1	$1K	Hold	75	–	–	﹤0.01%	427
2016 Q4	$1K	Hold	75	–	–	﹤0.01%	427
2016 Q3	$1K	Sell	75 -7,770	-99%	-$110K	﹤0.01%	466
2016 Q2	$108K	Buy	7,845 +63	+0.8%	+$849	0.03%	201
2016 Q1	$104K	Buy	7,782 +7,707	+10,276%	+$97.7K	0.03%	171
2015 Q4	$1K	Hold	75	–	–	﹤0.01%	524
2015 Q3	$1K	Hold	75	–	–	﹤0.01%	460
2015 Q2	$1K	Hold	75	–	–	﹤0.01%	491
2015 Q1	$1K	Buy	+75	New	+$997	﹤0.01%	492

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

JFS Wealth Advisors's SCHD Position: Q2 2026 in Review

JFS Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 245% in Q2 2026, buying an estimated $471K and bringing the position to 20,885 shares worth $662K. The position accounts for 0.03% of the portfolio, ranked #214.

JFS Wealth Advisors first reported a position in SCHD in Q1 2015 and has held it in 46 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

JFS Wealth Advisors held 20,885 shares of Schwab US Dividend Equity ETF worth $662K as of Q2 2026.
JFS Wealth Advisors bought 14,834 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $471K.
Schwab US Dividend Equity ETF made up 0.03% of JFS Wealth Advisors's portfolio in Q2 2026, its #214 holding.
JFS Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2015 and has held it in 46 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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