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

Roxbury Financial’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	$63.6K	Buy	2,007 +8	+0.4%	+$254	0.05%	181
2026 Q1	$61.3K	Buy	1,999 +8	+0.4%	+$243	0.06%	171
2025 Q4	$54.6K	Buy	1,991 +10	+0.5%	+$272	0.05%	170
2025 Q3	$54.1K	Buy	1,981 +9	+0.5%	+$246	0.05%	169
2025 Q2	$52.3K	Buy	1,972 +37	+2%	+$966	0.05%	164
2025 Q1	$55.2K	Buy	1,935 +18	+0.9%	+$502	0.05%	158
2024 Q4	$56.6K	Buy	+1,917	New	+$54.5K	0.05%	151

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Roxbury Financial's SCHD Position: Q2 2026 in Review

Roxbury Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.4% in Q2 2026, buying an estimated $254 and bringing the position to 2,007 shares worth $63.6K. The position accounts for 0.05% of the portfolio, ranked #181.

Roxbury Financial first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Roxbury Financial held 2,007 shares of Schwab US Dividend Equity ETF worth $63.6K as of Q2 2026.
Roxbury Financial bought 8 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $254.
Schwab US Dividend Equity ETF made up 0.05% of Roxbury Financial's portfolio in Q2 2026, its #181 holding.
Roxbury Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.