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

Lynch & 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	$5.43M	Buy	171,388 +3,246	+2%	+$103K	0.95%	33
2026 Q1	$5.16M	Buy	168,142 +5,402	+3%	+$164K	0.97%	33
2025 Q4	$4.46M	Sell	162,740 -1,841	-1%	-$50.1K	0.84%	36
2025 Q3	$4.49M	Buy	164,581 +8,968	+6%	+$245K	0.87%	38
2025 Q2	$4.12M	Buy	155,613 +5,129	+3%	+$134K	0.83%	40
2025 Q1	$4.21M	Buy	150,484 +8,421	+6%	+$235K	0.91%	36
2024 Q4	$3.88M	Buy	142,063 +11,017	+8%	+$313K	0.84%	39
2024 Q3	$3.69M	Buy	131,046 +18,039	+16%	+$491K	0.78%	41
2024 Q2	$2.93M	Buy	113,007 +9,975	+10%	+$260K	0.66%	44
2024 Q1	$2.77M	Buy	103,032 +31,779	+45%	+$821K	0.64%	45
2023 Q4	$1.81M	Buy	71,253 +33,864	+91%	+$807K	0.44%	56
2023 Q3	$882K	Buy	+37,389	New	+$917K	0.23%	69

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

Lynch & Associates's SCHD Position: Q2 2026 in Review

Lynch & Associates increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.9% in Q2 2026, buying an estimated $103K and bringing the position to 171,388 shares worth $5.43M. The position accounts for 0.95% of the portfolio, ranked #33.

Lynch & Associates first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Lynch & Associates held 171,388 shares of Schwab US Dividend Equity ETF worth $5.43M as of Q2 2026.
Lynch & Associates bought 3,246 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $103K.
Schwab US Dividend Equity ETF made up 0.95% of Lynch & Associates's portfolio in Q2 2026, its #33 holding.
Lynch & Associates first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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