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Patriot Financial Group Insurance Agency’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Patriot Financial Group Insurance Agency’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 		$3.49M Sell
110,093
-74,367
-40% -$2.36M 0.36% 70
2026
Q1 		$5.66M Buy
184,460
+101,171
+121% +$3.07M 0.32% 88
2025
Q4 		$2.28M Buy
83,289
+10,504
+14% +$286K 0.27% 103
2025
Q3 		$1.99M Buy
72,785
+2,500
+4% +$68.2K 0.25% 111
2025
Q2 		$1.79M Buy
70,285
+3,288
+5% +$85.9K 0.21% 128
2025
Q1 		$1.8M Buy
66,997
+6,614
+11% +$184K 0.24% 108
2024
Q4 		$1.58M Buy
60,383
+3,470
+6% +$98.6K 0.21% 106
2024
Q3 		$1.38M Buy
56,913
+4,455
+8% +$121K 0.19% 131
2024
Q2 		$1.15M Buy
52,458
+1,812
+4% +$47.2K 0.17% 136
2024
Q1 		$1.15M Buy
50,646
+4,500
+10% +$116K 0.18% 127
2023
Q4 		$970K Buy
46,146
+6,675
+17% +$159K 0.18% 135
2023
Q3 		$744K Buy
39,471
+3,903
+11% +$95.8K 0.15% 170
2023
Q2 		$669K Buy
35,568
+2,484
+8% +$59.3K 0.13% 190
2023
Q1 		$614K Buy
33,084
+3,363
+11% +$84.1K 0.12% 185
2022
Q4 		$549K Buy
29,721
+12,405
+72% +$306K 0.07% 193
2022
Q3 		$383K Buy
17,316
+9,393
+119% +$228K 0.09% 239
2022
Q2 		$189K Buy
7,923
+2,964
+60% +$75.4K 0.04% 398
2022
Q1 		$130K Sell
4,959
-6,261
-56% -$164K 0.02% 510
2021
Q4 		$303K Buy
11,220
+1,488
+15% +$38.7K 0.05% 349
2021
Q3 		$24K Buy
9,732
+5,292
+119% +$135K ﹤0.01% 1141
2021
Q2 		$112K Buy
4,440
+2,721
+158% +$68.7K 0.02% 588
2021
Q1 		$42K Buy
1,719
+3
+0.2% +$68 0.01% 827
2020
Q4 		$37K Buy
+1,716
New +$34.8K 0.01% 782

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Patriot Financial Group Insurance Agency's SCHD Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Schwab US Dividend Equity ETF (SCHD) stake by 40% in Q2 2026, selling an estimated $2.36M and leaving 110,093 shares worth $3.49M. The position accounts for 0.36% of the portfolio, ranked #70.

Patriot Financial Group Insurance Agency first reported a position in SCHD in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.66M in Q1 2026. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 110,093 shares of Schwab US Dividend Equity ETF worth $3.49M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 74,367 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.36M.
  • Schwab US Dividend Equity ETF made up 0.36% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #70 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • Patriot Financial Group Insurance Agency's Schwab US Dividend Equity ETF position peaked at $5.66M in Q1 2026.
  • 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.