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

Morris Financial Concepts’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	$334K	Hold	10,545	–	–	0.1%	103
2026 Q1	$324K	Hold	10,545	–	–	0.11%	99
2025 Q4	$289K	Hold	10,545	–	–	0.1%	108
2025 Q3	$288K	Hold	10,545	–	–	0.1%	107
2025 Q2	$279K	Hold	10,545	–	–	0.11%	107
2025 Q1	$295K	Hold	10,545	–	–	0.12%	99
2024 Q4	$288K	Hold	10,545	–	–	0.12%	99
2024 Q3	$297K	Hold	10,545	–	–	0.13%	89
2024 Q2	$273K	Hold	10,545	–	–	0.13%	85
2024 Q1	$283K	Hold	10,545	–	–	0.15%	83
2023 Q4	$268K	Hold	10,545	–	–	0.15%	82
2023 Q3	$249K	Hold	10,545	–	–	0.17%	74
2023 Q2	$255K	Hold	10,545	–	–	0.17%	75
2023 Q1	$257K	Sell	10,545 -135	-1%	-$3.38K	0.18%	70
2022 Q4	$269K	Hold	10,680	–	–	0.22%	67
2022 Q3	$236K	Hold	10,680	–	–	0.24%	58
2022 Q2	$255K	Hold	10,680	–	–	0.24%	58
2022 Q1	$281K	Buy	+10,680	New	+$280K	0.23%	56

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

Morris Financial Concepts's SCHD Position: Q2 2026 in Review

Morris Financial Concepts held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 10,545 shares worth $334K. The position accounts for 0.1% of the portfolio, ranked #103.

Morris Financial Concepts first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Morris Financial Concepts held 10,545 shares of Schwab US Dividend Equity ETF worth $334K as of Q2 2026.
Morris Financial Concepts left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.1% of Morris Financial Concepts's portfolio in Q2 2026, its #103 holding.
Morris Financial Concepts first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.