S&A Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

S&A Financial Services’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	$829K	Buy	26,129 +86	+0.3%	+$2.73K	0.51%	41
2026 Q1	$799K	Buy	+26,043	New	+$790K	0.55%	39

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

S&A Financial Services's SCHD Position: Q2 2026 in Review

S&A Financial Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.33% in Q2 2026, buying an estimated $2.73K and bringing the position to 26,129 shares worth $829K. The position accounts for 0.51% of the portfolio, ranked #41.

S&A Financial Services first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 2,123 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

S&A Financial Services held 26,129 shares of Schwab US Dividend Equity ETF worth $829K as of Q2 2026.
S&A Financial Services bought 86 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.73K.
Schwab US Dividend Equity ETF made up 0.51% of S&A Financial Services's portfolio in Q2 2026, its #41 holding.
S&A Financial Services first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
2,123 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.