Second Half Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Second Half Financial Partners’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	$2.61M	Buy	82,292 +1,623	+2%	+$51.5K	1.07%	14
2026 Q1	$2.47M	Sell	80,669 -438	-0.5%	-$13.3K	1.11%	13
2025 Q4	$2.22M	Sell	81,107 -164	-0.2%	-$4.46K	0.99%	14
2025 Q3	$2.22M	Buy	81,271 +1,921	+2%	+$52.4K	0.98%	14
2025 Q2	$2.1M	Sell	79,350 -149,114	-65%	-$3.89M	0.99%	14
2025 Q1	$6.39M	Sell	228,464 -38,212	-14%	-$1.07M	3.17%	7
2024 Q4	$7.29M	Sell	266,676 -47,013	-15%	-$1.34M	3.56%	8
2024 Q3	$8.84M	Buy	+313,689	New	+$8.55M	4.68%	5
2024 Q2	–	Sell	-500,997	Closed	-$13.5M	–	63
2024 Q1	$13.5M	Buy	500,997 +10,368	+2%	+$268K	5.99%	2
2023 Q4	$12.5M	Buy	490,629 +180,459	+58%	+$4.3M	6.14%	2
2023 Q3	$7.32M	Buy	310,170 +198,597	+178%	+$4.87M	3.64%	5
2023 Q2	$2.7M	Buy	111,573 +22,032	+25%	+$526K	0.62%	53
2023 Q1	$2.18M	Sell	89,541 -288	-0.3%	-$7.2K	1.29%	14
2022 Q4	$2.31M	Buy	89,829 +3,159	+4%	+$78K	1.51%	17
2022 Q3	$1.92M	Sell	86,670 -1,614	-2%	-$39.2K	2.39%	14
2022 Q2	$2.15M	Hold	88,284	–	–	1.65%	29
2022 Q1	$2.15M	Buy	+88,284	New	+$2.31M	1.65%	29

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

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

Second Half Financial Partners's SCHD Position: Q2 2026 in Review

Second Half Financial Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 2% in Q2 2026, buying an estimated $51.5K and bringing the position to 82,292 shares worth $2.61M. The position accounts for 1.07% of the portfolio, ranked #14.

Second Half Financial Partners first reported a position in SCHD in Q1 2022 and has held it in 17 quarters since. The position peaked at $13.5M in Q1 2024. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Second Half Financial Partners held 82,292 shares of Schwab US Dividend Equity ETF worth $2.61M as of Q2 2026.
Second Half Financial Partners bought 1,623 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $51.5K.
Schwab US Dividend Equity ETF made up 1.07% of Second Half Financial Partners's portfolio in Q2 2026, its #14 holding.
Second Half Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 17 quarters since.
Second Half Financial Partners's Schwab US Dividend Equity ETF position peaked at $13.5M in Q1 2024.
411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.