KNFPWM
SCHD icon

Keeler & Nadler Financial Planning & Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Keeler & Nadler Financial Planning & Wealth 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 		$5.26M Sell
166,018
-905
-0.5% -$28.7K 1.49% 19
2026
Q1 		$5.12M Buy
166,923
+6,803
+4% +$206K 1.74% 18
2025
Q4 		$4.39M Buy
160,120
+9,298
+6% +$253K 1.52% 17
2025
Q3 		$4.12M Buy
150,822
+9,616
+7% +$262K 1.51% 16
2025
Q2 		$3.74M Buy
141,206
+42,468
+43% +$1.11M 1.5% 17
2025
Q1 		$2.72M Buy
98,738
+2,132
+2% +$59.4K 1.23% 21
2024
Q4 		$2.64M Buy
96,606
+1,005
+1% +$28.6K 1.24% 18
2024
Q3 		$2.69M Sell
95,601
-984
-1% -$26.8K 1.31% 21
2024
Q2 		$2.5M Buy
96,585
+6,540
+7% +$170K 1.37% 19
2024
Q1 		$2.42M Sell
90,045
-3,891
-4% -$101K 1.45% 18
2023
Q4 		$2.38M Buy
+93,936
New +$2.24M 1.72% 20
2022
Q4 		$2.49M Buy
+98,721
New +$2.44M 2.25% 13
2021
Q4 		$1.33M Buy
+49,266
New +$1.28M 1.22% 21

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's SCHD Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.54% in Q2 2026, selling an estimated $28.7K and leaving 166,018 shares worth $5.26M. The position accounts for 1.49% of the portfolio, ranked #19.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 13 quarters since. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 166,018 shares of Schwab US Dividend Equity ETF worth $5.26M as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management sold 905 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $28.7K.
  • Schwab US Dividend Equity ETF made up 1.49% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 13 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.