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

Schaeffer 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	$15.3M	Buy	482,072 +21,099	+5%	+$669K	11.82%	4
2026 Q1	$14.1M	Buy	460,973 +13,148	+3%	+$399K	11.9%	4
2025 Q4	$12.3M	Sell	447,825 -148,768	-25%	-$4.05M	10.72%	5
2025 Q3	$16.3M	Sell	596,593 -106,347	-15%	-$2.9M	14.76%	4
2025 Q2	$18.6M	Buy	702,940 +14,088	+2%	+$368K	18.19%	2
2025 Q1	$19.3M	Buy	688,852 +24,751	+4%	+$690K	21.25%	1
2024 Q4	$18.1M	Buy	664,101 +5,808	+0.9%	+$165K	18.1%	2
2024 Q3	$18.5M	Buy	658,293 +16,581	+3%	+$452K	18.84%	2
2024 Q2	$16.6M	Sell	641,712 -9,540	-1%	-$248K	18.05%	2
2024 Q1	$17.5M	Buy	651,252 +2,220	+0.3%	+$57.4K	17.43%	1
2023 Q4	$16.5M	Buy	+649,032	New	+$15.5M	17.44%	1
2022 Q3	$9.53M	Buy	430,197 +24,921	+6%	+$605K	17.71%	2
2022 Q2	$9.68M	Sell	405,276 -462	-0.1%	-$11.8K	15.7%	4
2022 Q1	$10.7M	Buy	405,738 +89,370	+28%	+$2.34M	14.4%	4
2021 Q4	$8.52M	Buy	+316,368	New	+$8.22M	10.79%	4

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

Schaeffer Financial's SCHD Position: Q2 2026 in Review

Schaeffer Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.6% in Q2 2026, buying an estimated $669K and bringing the position to 482,072 shares worth $15.3M. The position accounts for 11.82% of the portfolio, ranked #4.

Schaeffer Financial first reported a position in SCHD in Q4 2021 and has held it in 15 quarters since. The position peaked at $19.3M in Q1 2025. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Schaeffer Financial held 482,072 shares of Schwab US Dividend Equity ETF worth $15.3M as of Q2 2026.
Schaeffer Financial bought 21,099 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $669K.
Schwab US Dividend Equity ETF made up 11.82% of Schaeffer Financial's portfolio in Q2 2026, its #4 holding.
Schaeffer Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 15 quarters since.
Schaeffer Financial's Schwab US Dividend Equity ETF position peaked at $19.3M in Q1 2025.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Schaeffer Financial's 13F filing for Q2 2026, filed 3 Aug 2026.