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Redhawk Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Redhawk Wealth Advisors’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 		$10.3M Sell
325,850
-310,319
-49% -$9.84M 1.02% 27
2026
Q1 		$19.5M Buy
636,169
+273,478
+75% +$8.3M 2.15% 3
2025
Q4 		$9.95M Sell
362,691
-5,827
-2% -$158K 1.12% 21
2025
Q3 		$10.1M Sell
368,518
-35,944
-9% -$981K 1.17% 18
2025
Q2 		$10.7M Buy
404,462
+183,909
+83% +$4.8M 1.34% 12
2025
Q1 		$6.17M Buy
220,553
+28,618
+15% +$798K 0.83% 27
2024
Q4 		$5.24M Sell
191,935
-18,743
-9% -$533K 0.71% 34
2024
Q3 		$5.94M Sell
210,678
-6,057
-3% -$165K 0.85% 30
2024
Q2 		$5.62M Buy
216,735
+3,627
+2% +$94.4K 0.86% 27
2024
Q1 		$5.73M Sell
213,108
-30,123
-12% -$778K 0.93% 26
2023
Q4 		$6.17M Buy
243,231
+201,825
+487% +$4.81M 1.2% 20
2023
Q3 		$977K Buy
41,406
+9,327
+29% +$229K 0.33% 73
2023
Q2 		$777K Buy
32,079
+5,997
+23% +$143K 0.24% 90
2023
Q1 		$636K Sell
26,082
-60
-0.2% -$1.5K 0.21% 96
2022
Q4 		$658K Buy
26,142
+2,703
+12% +$66.7K 0.26% 97
2022
Q3 		$519K Buy
23,439
+1,824
+8% +$44.3K 0.22% 103
2022
Q2 		$516K Sell
21,615
-4,710
-18% -$120K 0.23% 109
2022
Q1 		$692K Buy
26,325
+3,165
+14% +$82.9K 0.18% 90
2021
Q4 		$624K Buy
23,160
+8,664
+60% +$225K 0.16% 95
2021
Q3 		$359K Sell
14,496
-1,704
-11% -$43.3K 0.1% 145
2021
Q2 		$408K Sell
16,200
-471,894
-97% -$11.9M 0.09% 161
2021
Q1 		$11.9M Buy
+488,094
New +$11.1M 2.92% 6

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 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
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Redhawk Wealth Advisors's SCHD Position: Q2 2026 in Review

Redhawk Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 49% in Q2 2026, selling an estimated $9.84M and leaving 325,850 shares worth $10.3M. The position accounts for 1.02% of the portfolio, ranked #27.

Redhawk Wealth Advisors first reported a position in SCHD in Q1 2021 and has held it in 22 quarters since. The position peaked at $19.5M in Q1 2026. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Redhawk Wealth Advisors held 325,850 shares of Schwab US Dividend Equity ETF worth $10.3M as of Q2 2026.
  • Redhawk Wealth Advisors sold 310,319 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $9.84M.
  • Schwab US Dividend Equity ETF made up 1.02% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Redhawk Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 22 quarters since.
  • Redhawk Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $19.5M in Q1 2026.
  • 411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.