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SACKS & ASSOCIATES, LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$392K Buy
11,669
+8
+0.1% +$254 0.26% 64
2026
Q1 		$358K Buy
11,661
+9
+0.1% +$273 0.27% 61
2025
Q4 		$320K Buy
+11,652
New +$317K 0.23% 63

Other funds holding SCHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

SACKS & ASSOCIATES, LLC's SCHD Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.07% in Q2 2026, buying an estimated $254 and bringing the position to 11,669 shares worth $392K. The position accounts for 0.26% of the portfolio, ranked #64.

SACKS & ASSOCIATES, LLC first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 1,419 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 11,669 shares of Schwab US Dividend Equity ETF worth $392K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC bought 8 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $254.
  • Schwab US Dividend Equity ETF made up 0.26% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #64 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,419 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.