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

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

Key Client Fiduciary Advisors's SCHD Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q2 2026, buying an estimated $100K and bringing the position to 22,000 shares worth $698K. The position accounts for 0.2% of the portfolio, ranked #100.

Key Client Fiduciary Advisors first reported a position in SCHD in Q4 2021 and has held it in 13 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Key Client Fiduciary Advisors held 22,000 shares of Schwab US Dividend Equity ETF worth $698K as of Q2 2026.
Key Client Fiduciary Advisors bought 3,160 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $100K.
Schwab US Dividend Equity ETF made up 0.2% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #100 holding.
Key Client Fiduciary Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 13 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.