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

Nations 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 		$1.83M Sell
57,647
-357,931
-86% -$11.4M 0.09% 240
2026
Q1 		$12.7M Sell
415,578
-3,306
-0.8% -$100K 0.66% 27
2025
Q4 		$11.5M Sell
418,884
-6,962
-2% -$189K 0.6% 28
2025
Q3 		$11.6M Sell
425,846
-46,061
-10% -$1.26M 0.72% 23
2025
Q2 		$12.5M Buy
471,907
+122,939
+35% +$3.21M 0.86% 19
2025
Q1 		$9.76M Sell
348,968
-6,071
-2% -$169K 0.74% 22
2024
Q4 		$9.7M Sell
355,039
-253,490
-42% -$7.21M 0.71% 23
2024
Q3 		$17.1M Sell
608,529
-39,708
-6% -$1.08M 1.24% 9
2024
Q2 		$16.8M Buy
648,237
+53,532
+9% +$1.39M 1.37% 9
2024
Q1 		$16M Buy
594,705
+15,060
+3% +$389K 1.35% 9
2023
Q4 		$14.7M Sell
579,645
-99,750
-15% -$2.38M 1.36% 8
2023
Q3 		$16M Buy
679,395
+66,519
+11% +$1.63M 1.61% 7
2023
Q2 		$14.8M Buy
612,876
+55,980
+10% +$1.34M 1.46% 7
2023
Q1 		$13.6M Buy
556,896
+91,971
+20% +$2.3M 1.42% 7
2022
Q4 		$11.7M Buy
464,925
+217,629
+88% +$5.37M 1.31% 9
2022
Q3 		$5.48M Buy
247,296
+66,294
+37% +$1.61M 0.79% 19
2022
Q2 		$4.32M Sell
181,002
-250,989
-58% -$6.38M 0.58% 30
2022
Q1 		$11.4M Buy
431,991
+338,007
+360% +$8.85M 1.36% 11
2021
Q4 		$2.53M Buy
93,984
+10,308
+12% +$268K 0.33% 65
2021
Q3 		$2.07M Buy
83,676
+4,371
+6% +$111K 0.31% 71
2021
Q2 		$2M Buy
79,305
+2,232
+3% +$56.4K 0.33% 72
2021
Q1 		$1.87M Buy
77,073
+50,076
+185% +$1.14M 0.43% 50
2020
Q4 		$577K Buy
26,997
+4,428
+20% +$89.8K 0.15% 175
2020
Q3 		$416K Sell
22,569
-600
-3% -$11K 0.13% 193
2020
Q2 		$400K Hold
23,169
– – 0.14% 184
2020
Q1 		$347K Buy
23,169
+10,590
+84% +$190K 0.15% 172
2019
Q4 		$243K Buy
+12,579
New +$236K 0.08% 260

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

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

Nations Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 86% in Q2 2026, selling an estimated $11.4M and leaving 57,647 shares worth $1.83M. The position accounts for 0.09% of the portfolio, ranked #240.

Nations Financial Group first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.1M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Nations Financial Group held 57,647 shares of Schwab US Dividend Equity ETF worth $1.83M as of Q2 2026.
  • Nations Financial Group sold 357,931 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $11.4M.
  • Schwab US Dividend Equity ETF made up 0.09% of Nations Financial Group's portfolio in Q2 2026, its #240 holding.
  • Nations Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
  • Nations Financial Group's Schwab US Dividend Equity ETF position peaked at $17.1M in Q3 2024.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.