Seek First’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Seek First’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	$6.57M	Buy	207,076 +6,446	+3%	+$204K	4.15%	4
2026 Q1	$6.16M	Buy	200,630 +12,683	+7%	+$385K	4.34%	4
2025 Q4	$5.16M	Sell	187,947 -6,716	-3%	-$183K	3.55%	5
2025 Q3	$5.31M	Buy	194,663 +7,829	+4%	+$214K	3.82%	5
2025 Q2	$4.95M	Buy	186,834 +8,606	+5%	+$225K	4.01%	4
2025 Q1	$4.98M	Buy	+178,228	New	+$4.97M	4.43%	4

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Seek First's SCHD Position: Q2 2026 in Review

Seek First increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.2% in Q2 2026, buying an estimated $204K and bringing the position to 207,076 shares worth $6.57M. The position accounts for 4.15% of the portfolio, ranked #4.

Seek First first reported a position in SCHD in Q1 2025 and has held it in 6 quarters since. 1,104 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Seek First held 207,076 shares of Schwab US Dividend Equity ETF worth $6.57M as of Q2 2026.
Seek First bought 6,446 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $204K.
Schwab US Dividend Equity ETF made up 4.15% of Seek First's portfolio in Q2 2026, its #4 holding.
Seek First first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 6 quarters since.
1,104 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.