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

Keating Financial Advisory 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	$805K	Sell	25,390 -304	-1%	-$9.64K	0.11%	128
2026 Q1	$788K	Buy	25,694 +2,845	+12%	+$86.3K	0.13%	109
2025 Q4	$627K	Buy	+22,849	New	+$621K	0.09%	183

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

Keating Financial Advisory Services's SCHD Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q2 2026, selling an estimated $9.64K and leaving 25,390 shares worth $805K. The position accounts for 0.11% of the portfolio, ranked #128.

Keating Financial Advisory Services first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Keating Financial Advisory Services held 25,390 shares of Schwab US Dividend Equity ETF worth $805K as of Q2 2026.
Keating Financial Advisory Services sold 304 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $9.64K.
Schwab US Dividend Equity ETF made up 0.11% of Keating Financial Advisory Services's portfolio in Q2 2026, its #128 holding.
Keating Financial Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.