Phil A. Younker & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Phil A. Younker & Associates’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	$10.9M	Buy	342,607 +68,115	+25%	+$2.16M	7.32%	5
2026 Q1	$8.42M	Buy	274,492 +11,445	+4%	+$347K	5.62%	5
2025 Q4	$7.22M	Buy	263,047 +383	+0.1%	+$10.4K	5.03%	6
2025 Q3	$7.17M	Buy	262,664 +82,656	+46%	+$2.25M	5.49%	7
2025 Q2	$4.77M	Buy	180,008 +61	+0%	+$1.59K	4.7%	7
2025 Q1	$5.03M	Sell	179,947 -570	-0.3%	-$15.9K	4.95%	6
2024 Q4	$4.93M	Buy	+180,517	New	+$5.13M	4.93%	6

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

Phil A. Younker & Associates's SCHD Position: Q2 2026 in Review

Phil A. Younker & Associates increased its Schwab US Dividend Equity ETF (SCHD) stake by 25% in Q2 2026, buying an estimated $2.16M and bringing the position to 342,607 shares worth $10.9M. The position accounts for 7.32% of the portfolio, ranked #5.

Phil A. Younker & Associates first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,123 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Phil A. Younker & Associates held 342,607 shares of Schwab US Dividend Equity ETF worth $10.9M as of Q2 2026.
Phil A. Younker & Associates bought 68,115 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.16M.
Schwab US Dividend Equity ETF made up 7.32% of Phil A. Younker & Associates's portfolio in Q2 2026, its #5 holding.
Phil A. Younker & Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,123 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.