Paladin Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Paladin Advisory 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	$720K	Sell	22,714 -198	-0.9%	-$6.28K	0.48%	42
2026 Q1	$703K	Hold	22,912	–	–	0.53%	38
2025 Q4	$628K	Sell	22,912 -1,872	-8%	-$50.9K	0.46%	40
2025 Q3	$677K	Sell	24,784 -121,300	-83%	-$3.31M	0.53%	35
2025 Q2	$3.87M	Buy	146,084 +3,100	+2%	+$81K	2.96%	8
2025 Q1	$4M	Sell	142,984 -807	-0.6%	-$22.5K	3.2%	6
2024 Q4	$3.93M	Buy	143,791 +5,215	+4%	+$148K	3.01%	7
2024 Q3	$3.9M	Sell	138,576 -13,305	-9%	-$362K	2.88%	7
2024 Q2	$3.92M	Buy	151,881 +267	+0.2%	+$6.95K	3.06%	6
2024 Q1	$4.05M	Sell	151,614 -7,452	-5%	-$193K	3.2%	5
2023 Q4	$4.04M	Sell	159,066 -29,493	-16%	-$703K	3.33%	5
2023 Q3	$4.45M	Sell	188,559 -4,227	-2%	-$104K	3.75%	4
2023 Q2	$4.67M	Buy	192,786 +1,749	+0.9%	+$41.8K	3.74%	3
2023 Q1	$4.66M	Buy	+191,037	New	+$4.78M	3.87%	3
2022 Q2	–	Sell	-167,367	Closed	-$4.26M	–	466
2022 Q1	$4.42M	Buy	+167,367	New	+$4.38M	3.6%	3

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

Paladin Advisory Group's SCHD Position: Q2 2026 in Review

Paladin Advisory Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.86% in Q2 2026, selling an estimated $6.28K and leaving 22,714 shares worth $720K. The position accounts for 0.48% of the portfolio, ranked #42.

Paladin Advisory Group first reported a position in SCHD in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.67M in Q2 2023. 1,108 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Paladin Advisory Group held 22,714 shares of Schwab US Dividend Equity ETF worth $720K as of Q2 2026.
Paladin Advisory Group sold 198 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $6.28K.
Schwab US Dividend Equity ETF made up 0.48% of Paladin Advisory Group's portfolio in Q2 2026, its #42 holding.
Paladin Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Schwab US Dividend Equity ETF position peaked at $4.67M in Q2 2023.
1,108 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.