Register Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.71M	Buy	53,809 +4,977	+10%	+$158K	0.52%	57
2026 Q1	$1.5M	Sell	48,832 -1,737	-3%	-$52.7K	0.55%	59
2025 Q4	$1.39M	Sell	50,569 -29,906	-37%	-$813K	0.54%	56
2025 Q3	$2.2M	Sell	80,475 -13,719	-15%	-$374K	0.86%	31
2025 Q2	$2.5M	Sell	94,194 -6,192	-6%	-$162K	1.09%	22
2025 Q1	$2.81M	Buy	100,386 +4,495	+5%	+$125K	1.46%	12
2024 Q4	$2.62M	Buy	95,891 +476	+0.5%	+$13.5K	1.32%	15
2024 Q3	$2.69M	Buy	95,415 +5,760	+6%	+$157K	1.38%	15
2024 Q2	$2.32M	Buy	89,655 +9,345	+12%	+$243K	1.17%	16
2024 Q1	$2.16M	Sell	80,310 -1,812	-2%	-$46.8K	1.12%	17
2023 Q4	$2.08M	Sell	82,122 -2,397	-3%	-$57.1K	1.39%	16
2023 Q3	$1.99M	Sell	84,519 -1,332	-2%	-$32.7K	1.46%	15
2023 Q2	$2.08M	Buy	85,851 +3,021	+4%	+$72.2K	1.48%	14
2023 Q1	$2.02M	Buy	82,830 +16,680	+25%	+$417K	1.59%	13
2022 Q4	$1.67M	Buy	+66,150	New	+$1.63M	1.06%	21

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

Register Financial Advisors's SCHD Position: Q2 2026 in Review

Register Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 10% in Q2 2026, buying an estimated $158K and bringing the position to 53,809 shares worth $1.71M. The position accounts for 0.52% of the portfolio, ranked #57.

Register Financial Advisors first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.81M in Q1 2025. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Register Financial Advisors held 53,809 shares of Schwab US Dividend Equity ETF worth $1.71M as of Q2 2026.
Register Financial Advisors bought 4,977 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $158K.
Schwab US Dividend Equity ETF made up 0.52% of Register Financial Advisors's portfolio in Q2 2026, its #57 holding.
Register Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
Register Financial Advisors's Schwab US Dividend Equity ETF position peaked at $2.81M in Q1 2025.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.