NFG
SCHD icon

Nadler Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Nadler Financial Group’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 		$3.88M Sell
122,227
-3,416
-3% -$108K 0.33% 31
2026
Q1 		$3.85M Sell
125,643
-735,259
-85% -$22.3M 0.37% 30
2025
Q4 		$23.6M Sell
860,902
-56,244
-6% -$1.53M 2.2% 16
2025
Q3 		$25M Sell
917,146
-119,395
-12% -$3.26M 2.39% 16
2025
Q2 		$27.5M Sell
1,036,541
-64,866
-6% -$1.69M 2.81% 13
2025
Q1 		$30.8M Buy
1,101,407
+4,143
+0.4% +$115K 3.41% 13
2024
Q4 		$30M Buy
1,097,264
+27,695
+3% +$787K 3.16% 13
2024
Q3 		$30.1M Sell
1,069,569
-14,715
-1% -$401K 3.32% 13
2024
Q2 		$28.1M Buy
1,084,284
+13,875
+1% +$361K 3.3% 13
2024
Q1 		$28.8M Sell
1,070,409
-17,022
-2% -$440K 3.55% 12
2023
Q4 		$27.6M Sell
1,087,431
-35,820
-3% -$854K 3.72% 13
2023
Q3 		$26.5M Sell
1,123,251
-31,998
-3% -$785K 4.01% 12
2023
Q2 		$28M Buy
1,155,249
+44,637
+4% +$1.07M 4.09% 11
2023
Q1 		$27.1M Buy
1,110,612
+99,048
+10% +$2.48M 4.31% 11
2022
Q4 		$25.5M Buy
1,011,564
+387,939
+62% +$9.58M 4.45% 11
2022
Q3 		$13.8M Buy
623,625
+134,508
+28% +$3.27M 2.63% 14
2022
Q2 		$11.7M Buy
489,117
+56,850
+13% +$1.45M 2.15% 14
2022
Q1 		$11.4M Buy
432,267
+32,058
+8% +$839K 1.78% 14
2021
Q4 		$10.8M Buy
400,209
+78,456
+24% +$2.04M 1.59% 15
2021
Q3 		$7.96M Buy
321,753
+75,648
+31% +$1.92M 1.3% 15
2021
Q2 		$6.2M Buy
246,105
+65,976
+37% +$1.67M 1.02% 19
2021
Q1 		$4.38M Buy
180,129
+128,109
+246% +$2.91M 0.78% 23
2020
Q4 		$1.11M Buy
52,020
+28,998
+126% +$588K 0.21% 40
2020
Q3 		$424K Sell
23,022
-2,580
-10% -$47.5K 0.09% 66
2020
Q2 		$442K Buy
25,602
+2,916
+13% +$49.2K 0.11% 59
2020
Q1 		$340K Buy
22,686
+498
+2% +$8.94K 0.1% 59
2019
Q4 		$428K Buy
22,188
+1,392
+7% +$26.1K 0.11% 56
2019
Q3 		$380K Hold
20,796
– – 0.11% 56
2019
Q2 		$368K Hold
20,796
– – 0.11% 59
2019
Q1 		$362K Hold
20,796
– – 0.12% 55
2018
Q4 		$326K Hold
20,796
– – 0.11% 58
2018
Q3 		$367K Hold
20,796
– – 0.1% 57
2018
Q2 		$342K Buy
20,796
+30
+0.1% +$494 0.1% 60
2018
Q1 		$339K Hold
20,766
– – 0.1% 58
2017
Q4 		$354K Hold
20,766
– – 0.11% 60
2017
Q3 		$324K Hold
20,766
– – 0.11% 61
2017
Q2 		$312K Hold
20,766
– – 0.11% 60
2017
Q1 		$309K Hold
20,766
– – 0.11% 62
2016
Q4 		$302K Hold
20,766
– – 0.11% 64
2016
Q3 		$293K Hold
20,766
– – 0.12% 63
2016
Q2 		$287K Hold
20,766
– – 0.12% 64
2016
Q1 		$278K Hold
20,766
– – 0.12% 65
2015
Q4 		$267K Hold
20,766
– – 0.12% 67
2015
Q3 		$249K Hold
20,766
– – 0.12% 64
2015
Q2 		$265K Buy
20,766
+600
+3% +$7.94K 0.13% 66
2015
Q1 		$265K Hold
20,166
– – 0.13% 66
2014
Q4 		$268K Buy
+20,166
New +$264K 0.14% 62

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

Nadler Financial Group's SCHD Position: Q2 2026 in Review

Nadler Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.7% in Q2 2026, selling an estimated $108K and leaving 122,227 shares worth $3.88M. The position accounts for 0.33% of the portfolio, ranked #31.

Nadler Financial Group first reported a position in SCHD in Q4 2014 and has held it in 47 quarters since. The position peaked at $30.8M in Q1 2025. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Nadler Financial Group held 122,227 shares of Schwab US Dividend Equity ETF worth $3.88M as of Q2 2026.
  • Nadler Financial Group sold 3,416 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $108K.
  • Schwab US Dividend Equity ETF made up 0.33% of Nadler Financial Group's portfolio in Q2 2026, its #31 holding.
  • Nadler Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2014 and has held it in 47 quarters since.
  • Nadler Financial Group's Schwab US Dividend Equity ETF position peaked at $30.8M in Q1 2025.
  • 1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.