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

Manchester 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 		$237K Sell
7,475
-625
-8% -$19.8K 0.04% 127
2026
Q1 		$249K Buy
8,100
+10
+0.1% +$303 0.05% 120
2025
Q4 		$222K Sell
8,090
-250
-3% -$6.8K 0.04% 125
2025
Q3 		$228K Buy
+8,340
New +$228K 0.05% 117
2025
Q2 		– Sell
-7,218
Closed -$202K – 128
2025
Q1 		$202K Buy
+7,218
New +$201K 0.05% 117
2024
Q2 		– Sell
-9,750
Closed -$262K – 110
2024
Q1 		$262K Sell
9,750
-981
-9% -$25.3K 0.07% 81
2023
Q4 		$272K Hold
10,731
– – 0.08% 79
2023
Q3 		$253K Buy
10,731
+642
+6% +$15.8K 0.07% 77
2023
Q2 		$244K Hold
10,089
– – 0.07% 82
2023
Q1 		$246K Sell
10,089
-270
-3% -$6.75K 0.07% 80
2022
Q4 		$261K Sell
10,359
-993
-9% -$24.5K 0.07% 78
2022
Q3 		$251K Sell
11,352
-243,291
-96% -$5.91M 0.07% 79
2022
Q2 		$6.08M Sell
254,643
-89,190
-26% -$2.27M 2.35% 10
2022
Q1 		$9.04M Sell
343,833
-44,979
-12% -$1.18M 3.25% 8
2021
Q4 		$10.5M Sell
388,812
-27,294
-7% -$709K 3.68% 9
2021
Q3 		$10.3M Sell
416,106
-31,275
-7% -$795K 3.94% 9
2021
Q2 		$11.3M Buy
447,381
+446,691
+64,738% +$11.3M 4.46% 6
2021
Q1 		$17K Sell
690
-1,107
-62% -$25.2K 0.01% 344
2020
Q4 		$38K Buy
1,797
+60
+3% +$1.22K 0.02% 187
2020
Q3 		$32K Buy
1,737
+81
+5% +$1.49K 0.02% 179
2020
Q2 		$29K Buy
1,656
+36
+2% +$608 0.02% 185
2020
Q1 		$24K Sell
1,620
-15
-0.9% -$269 0.02% 194
2019
Q4 		$32K Buy
+1,635
New +$30.6K 0.01% 192
2019
Q3 		– Sell
-1,431
Closed -$25K – 362
2019
Q2 		$25K Buy
+1,431
New +$25.2K 0.01% 225

Other funds holding SCHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Manchester Financial's SCHD Position: Q2 2026 in Review

Manchester Financial reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.7% in Q2 2026, selling an estimated $19.8K and leaving 7,475 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #127.

Manchester Financial first reported a position in SCHD in Q2 2019 and has held it in 24 quarters since. The position peaked at $11.3M in Q2 2021. 1,104 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Manchester Financial held 7,475 shares of Schwab US Dividend Equity ETF worth $237K as of Q2 2026.
  • Manchester Financial sold 625 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $19.8K.
  • Schwab US Dividend Equity ETF made up 0.04% of Manchester Financial's portfolio in Q2 2026, its #127 holding.
  • Manchester Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and has held it in 24 quarters since.
  • Manchester Financial's Schwab US Dividend Equity ETF position peaked at $11.3M in Q2 2021.
  • 1,104 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.