KCFA
SCHD icon

Key Client Fiduciary Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Key Client Fiduciary 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 		$698K Buy
22,000
+3,160
+17% +$100K 0.2% 100
2026
Q1 		$578K Sell
18,840
-3,771
-17% -$114K 0.2% 109
2025
Q4 		$620K Buy
+22,611
New +$615K 0.21% 100
2024
Q2 		– Sell
-22,437
Closed -$603K – 198
2024
Q1 		$603K Sell
22,437
-633
-3% -$16.4K 0.32% 74
2023
Q4 		$585K Sell
23,070
-291
-1% -$6.93K 0.34% 71
2023
Q3 		$551K Buy
23,361
+6,150
+36% +$151K 0.34% 70
2023
Q2 		$417K Buy
17,211
+525
+3% +$12.5K 0.24% 99
2023
Q1 		$407K Buy
16,686
+3,123
+23% +$78.1K 0.25% 91
2022
Q4 		$342K Sell
13,563
-2,592
-16% -$64K 0.23% 97
2022
Q3 		$358K Buy
16,155
+1,818
+13% +$44.2K 0.32% 68
2022
Q2 		$342K Sell
14,337
-1,404
-9% -$35.7K 0.33% 71
2022
Q1 		$414K Buy
15,741
+2,787
+22% +$73K 0.33% 74
2021
Q4 		$349K Buy
+12,954
New +$337K 0.29% 84

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return