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Sachetta’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sachetta’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 		$4.27M Buy
134,733
+10,047
+8% +$319K 2.08% 8
2026
Q1 		$3.83M Buy
124,686
+136
+0.1% +$4.13K 2.07% 8
2025
Q4 		$3.42M Buy
124,550
+2,948
+2% +$80.2K 1.87% 9
2025
Q3 		$3.32M Sell
121,602
-4,608
-4% -$126K 1.24% 13
2025
Q2 		$3.34M Sell
126,210
-1,430
-1% -$37.3K 1.32% 12
2025
Q1 		$3.57M Buy
127,640
+2,931
+2% +$81.7K 1.46% 12
2024
Q4 		$3.41M Buy
124,709
+5,105
+4% +$145K 1.34% 15
2024
Q3 		$3.37M Buy
119,604
+4,317
+4% +$118K 1.33% 13
2024
Q2 		$3.18M Buy
115,287
+32,838
+40% +$855K 1.38% 12
2024
Q1 		$2.09M Hold
82,449
– – 0.99% 17
2023
Q4 		$2.09M Buy
+82,449
New +$1.96M 0.99% 17

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

Sachetta's SCHD Position: Q2 2026 in Review

Sachetta increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.1% in Q2 2026, buying an estimated $319K and bringing the position to 134,733 shares worth $4.27M. The position accounts for 2.08% of the portfolio, ranked #8.

Sachetta first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 447 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Sachetta held 134,733 shares of Schwab US Dividend Equity ETF worth $4.27M as of Q2 2026.
  • Sachetta bought 10,047 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $319K.
  • Schwab US Dividend Equity ETF made up 2.08% of Sachetta's portfolio in Q2 2026, its #8 holding.
  • Sachetta first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 447 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.