Kraft Davis & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Kraft Davis & Associates’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	$557K	Sell	17,193 -588	-3%	-$18.7K	0.12%	78
2026 Q1	$569K	Sell	17,781 -14,081	-44%	-$427K	0.12%	75
2025 Q4	$912K	Sell	31,862 -65,901	-67%	-$1.79M	0.2%	61
2025 Q3	$2.67M	Sell	97,763 -3,912	-4%	-$107K	0.65%	34
2025 Q2	$2.77M	Sell	101,675 -66,852	-40%	-$1.75M	0.76%	29
2025 Q1	$4.28M	Buy	+168,527	New	+$4.7M	1.38%	25
2024 Q3	–	Sell	-7,797	Closed	-$214K	–	150
2024 Q2	$214K	Buy	+7,797	New	+$203K	0.07%	132
2022 Q4	$229K	Buy	+8,952	New	+$221K	0.09%	90

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 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

Kraft Davis & Associates's SCHD Position: Q2 2026 in Review

Kraft Davis & Associates reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.3% in Q2 2026, selling an estimated $18.7K and leaving 17,193 shares worth $557K. The position accounts for 0.12% of the portfolio, ranked #78.

Kraft Davis & Associates first reported a position in SCHD in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.28M in Q1 2025. 417 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Kraft Davis & Associates held 17,193 shares of Schwab US Dividend Equity ETF worth $557K as of Q2 2026.
Kraft Davis & Associates sold 588 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $18.7K.
Schwab US Dividend Equity ETF made up 0.12% of Kraft Davis & Associates's portfolio in Q2 2026, its #78 holding.
Kraft Davis & Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 8 quarters since.
Kraft Davis & Associates's Schwab US Dividend Equity ETF position peaked at $4.28M in Q1 2025.
417 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.