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Scott & Selber Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Scott & Selber Inc’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 		$3.03M Sell
95,611
-1,012
-1% -$32.1K 0.64% 38
2026
Q1 		$2.96M Sell
96,623
-4,202
-4% -$127K 0.77% 37
2025
Q4 		$2.77M Sell
100,825
-2,971
-3% -$80.8K 0.69% 44
2025
Q3 		$2.83M Buy
103,796
+6,572
+7% +$179K 0.72% 44
2025
Q2 		$2.58M Sell
97,224
-1,117
-1% -$29.2K 0.72% 41
2025
Q1 		$2.75M Buy
98,341
+336
+0.3% +$9.37K 0.88% 35
2024
Q4 		$2.68M Sell
98,005
-2,408
-2% -$68.5K 0.81% 37
2024
Q3 		$2.83M Sell
100,413
-3,279
-3% -$89.3K 0.88% 35
2024
Q2 		$2.69M Buy
103,692
+4,218
+4% +$110K 0.86% 35
2024
Q1 		$2.67M Sell
99,474
-7,170
-7% -$185K 0.91% 36
2023
Q4 		$2.71M Sell
106,644
-4,428
-4% -$106K 1.02% 30
2023
Q3 		$2.62M Sell
111,072
-93
-0.1% -$2.28K 1.08% 26
2023
Q2 		$2.69M Buy
111,165
+624
+0.6% +$14.9K 1.05% 28
2023
Q1 		$2.7M Buy
110,541
+549
+0.5% +$13.7K 1.15% 25
2022
Q4 		$2.77M Sell
109,992
-1,302
-1% -$32.1K 1.25% 25
2022
Q3 		$2.46M Sell
111,294
-18
-0% -$437 1.19% 26
2022
Q2 		$2.66M Buy
111,312
+3,948
+4% +$100K 1.21% 27
2022
Q1 		$2.82M Buy
107,364
+2,628
+3% +$68.8K 1.09% 27
2021
Q4 		$2.82M Sell
104,736
-6,357
-6% -$165K 1% 26
2021
Q3 		$2.75M Buy
111,093
+1,281
+1% +$32.6K 1.11% 22
2021
Q2 		$2.77M Sell
109,812
-1,746
-2% -$44.1K 1.06% 20
2021
Q1 		$2.71M Sell
111,558
-3,810
-3% -$86.7K 1.11% 21
2020
Q4 		$2.47M Buy
115,368
+3,573
+3% +$72.5K 1.05% 29
2020
Q3 		$2.06M Buy
111,795
+4,119
+4% +$75.8K 0.92% 39
2020
Q2 		$1.86M Sell
107,676
-420
-0.4% -$7.09K 0.92% 43
2020
Q1 		$1.62M Sell
108,096
-699
-0.6% -$12.5K 1.01% 46
2019
Q4 		$2.1M Sell
108,795
-120
-0.1% -$2.25K 0.99% 49
2019
Q3 		$1.99M Sell
108,915
-312
-0.3% -$5.58K 1.02% 53
2019
Q2 		$1.93M Sell
109,227
-6,015
-5% -$106K 0.97% 56
2019
Q1 		$2.01M Buy
115,242
+8,007
+7% +$135K 1.05% 44
2018
Q4 		$1.68M Buy
107,235
+234
+0.2% +$3.9K 1.02% 50
2018
Q3 		$1.89M Buy
107,001
+5,172
+5% +$89.5K 0.93% 50
2018
Q2 		$1.67M Sell
101,829
-1,695
-2% -$27.9K 0.9% 52
2018
Q1 		$1.69M Sell
103,524
-3,429
-3% -$58.5K 0.95% 48
2017
Q4 		$1.82M Buy
106,953
+4,491
+4% +$73.8K 0.98% 49
2017
Q3 		$1.6M Sell
102,462
-2,910
-3% -$44.5K 0.92% 48
2017
Q2 		$1.58M Sell
105,372
-1,941
-2% -$29.1K 0.96% 48
2017
Q1 		$1.59M Buy
107,313
+2,976
+3% +$43.9K 0.97% 48
2016
Q4 		$1.51M Sell
104,337
-948
-0.9% -$13.5K 0.97% 52
2016
Q3 		$1.49M Sell
105,285
-6,090
-5% -$86K 0.94% 51
2016
Q2 		$1.54M Buy
111,375
+16,695
+18% +$225K 1.03% 43
2016
Q1 		$1.26M Sell
94,680
-144
-0.2% -$1.82K 0.85% 47
2015
Q4 		$1.22M Sell
94,824
-2,805
-3% -$36.1K 0.79% 53
2015
Q3 		$1.17M Sell
97,629
-1,839
-2% -$23K 0.87% 49
2015
Q2 		$1.27M Sell
99,468
-714
-0.7% -$9.45K 0.88% 49
2015
Q1 		$1.32M Buy
100,182
+3,381
+3% +$44.9K 0.89% 53
2014
Q4 		$1.29M Sell
96,801
-5,679
-6% -$74.3K 0.86% 53
2014
Q3 		$1.32M Sell
102,480
-1,101
-1% -$14.1K 0.92% 56
2014
Q2 		$1.32M Sell
103,581
-576
-0.6% -$7.22K 0.88% 55
2014
Q1 		$1.28M Sell
104,157
-369
-0.4% -$4.43K 0.9% 53
2013
Q4 		$1.28M Buy
104,526
+1,884
+2% +$22.2K 0.93% 50
2013
Q3 		$1.15M Buy
102,642
+1,152
+1% +$13K 0.93% 52
2013
Q2 		$1.11M Buy
+101,490
New +$1.11M 0.97% 51

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
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Scott & Selber Inc's SCHD Position: Q2 2026 in Review

Scott & Selber Inc reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1% in Q2 2026, selling an estimated $32.1K and leaving 95,611 shares worth $3.03M. The position accounts for 0.64% of the portfolio, ranked #38.

Scott & Selber Inc first reported a position in SCHD in Q2 2013 and has held it in 53 quarters since. 692 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Scott & Selber Inc held 95,611 shares of Schwab US Dividend Equity ETF worth $3.03M as of Q2 2026.
  • Scott & Selber Inc sold 1,012 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $32.1K.
  • Schwab US Dividend Equity ETF made up 0.64% of Scott & Selber Inc's portfolio in Q2 2026, its #38 holding.
  • Scott & Selber Inc first reported a position in Schwab US Dividend Equity ETF in Q2 2013 and has held it in 53 quarters since.
  • 692 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Scott & Selber Inc's 13F filing for Q2 2026, filed 8 Jul 2026.