KFG Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

KFG 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	$3.6M	Buy	113,374 +13,689	+14%	+$434K	0.41%	37
2026 Q1	$3.06M	Buy	99,685 +16,687	+20%	+$506K	0.4%	41
2025 Q4	$2.28M	Buy	82,998 +14,666	+21%	+$399K	0.3%	51
2025 Q3	$1.87M	Buy	68,332 +19,077	+39%	+$520K	0.27%	52
2025 Q2	$1.31M	Buy	49,255 +9,819	+25%	+$256K	0.21%	61
2025 Q1	$1.1M	Buy	39,436 +11,888	+43%	+$331K	0.2%	64
2024 Q4	$753K	Buy	27,548 +6,581	+31%	+$187K	0.14%	80
2024 Q3	$591K	Buy	20,967 +1,854	+10%	+$50.5K	0.13%	97
2024 Q2	$495K	Buy	19,113 +6,876	+56%	+$179K	0.2%	91
2024 Q1	$329K	Buy	+12,237	New	+$316K	0.14%	112

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

KFG Wealth Management's SCHD Position: Q2 2026 in Review

KFG Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q2 2026, buying an estimated $434K and bringing the position to 113,374 shares worth $3.6M. The position accounts for 0.41% of the portfolio, ranked #37.

KFG Wealth Management first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

KFG Wealth Management held 113,374 shares of Schwab US Dividend Equity ETF worth $3.6M as of Q2 2026.
KFG Wealth Management bought 13,689 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $434K.
Schwab US Dividend Equity ETF made up 0.41% of KFG Wealth Management's portfolio in Q2 2026, its #37 holding.
KFG Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.