KKM Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

KKM Financial’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	–	Sell	-150,096	Closed	-$4.12M	–	192
2026 Q1	$4.12M	Hold	150,096	–	–	0.73%	65
2025 Q4	$4.12M	Buy	+150,096	New	+$4.08M	0.73%	65

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

KKM Financial's SCHD Position: Q2 2026 in Review

KKM Financial sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 150,096 shares — an estimated $4.12M sold.

KKM Financial first reported a position in SCHD in Q4 2025 and held it in 2 quarters. The position peaked at $4.12M in Q1 2026. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

KKM Financial reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
KKM Financial sold 150,096 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.12M.
KKM Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and held it in 2 quarters.
KKM Financial's Schwab US Dividend Equity ETF position peaked at $4.12M in Q1 2026.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.