SNS Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.55M | Buy |
143,337
+45,388
| +46% | +$1.44M | 0.09% | 144 |
|
|
2026
Q1 | $3.01M | Sell |
97,949
-3,611
| -4% | -$110K | 0.26% | 40 |
|
|
2025
Q4 | $2.79M | Sell |
101,560
-14,161
| -12% | -$385K | 0.24% | 43 |
|
|
2025
Q3 | $3.16M | Sell |
115,721
-125
| -0.1% | -$3.41K | 0.27% | 38 |
|
|
2025
Q2 | $3.07M | Buy |
115,846
+14,186
| +14% | +$370K | 0.29% | 37 |
|
|
2025
Q1 | $2.84M | Sell |
101,660
-5,601
| -5% | -$156K | 0.29% | 41 |
|
|
2024
Q4 | $2.93M | Buy |
107,261
+1,037
| +1% | +$29.5K | 0.3% | 40 |
|
|
2024
Q3 | $2.99M | Sell |
106,224
-2,748
| -3% | -$74.9K | 0.3% | 41 |
|
|
2024
Q2 | $2.85M | Sell |
108,972
-165
| -0.2% | -$4.29K | 0.31% | 40 |
|
|
2024
Q1 | $2.93M | Sell |
109,137
-1,374
| -1% | -$35.5K | 0.32% | 40 |
|
|
2023
Q4 | $2.8M | Sell |
110,511
-183
| -0.2% | -$4.36K | 0.33% | 38 |
|
|
2023
Q3 | $2.61M | Sell |
110,694
-1,785
| -2% | -$43.8K | 0.34% | 36 |
|
|
2023
Q2 | $2.72M | Sell |
112,479
-107,904
| -49% | -$2.58M | 0.35% | 39 |
|
|
2023
Q1 | $5.37M | Buy |
220,383
+5,220
| +2% | +$131K | 0.71% | 29 |
|
|
2022
Q4 | $5.42M | Buy |
215,163
+12,051
| +6% | +$297K | 0.73% | 28 |
|
|
2022
Q3 | $4.5M | Buy |
203,112
+11,853
| +6% | +$288K | 0.65% | 31 |
|
|
2022
Q2 | $4.57M | Sell |
191,259
-792
| -0.4% | -$20.1K | 0.6% | 31 |
|
|
2022
Q1 | $5.05M | Sell |
192,051
-2,634
| -1% | -$69K | 0.56% | 34 |
|
|
2021
Q4 | $5.25M | Buy |
194,685
+11,910
| +7% | +$309K | 0.56% | 35 |
|
|
2021
Q3 | $4.52M | Sell |
182,775
-381
| -0.2% | -$9.68K | 0.54% | 37 |
|
|
2021
Q2 | $4.62M | Sell |
183,156
-21,024
| -10% | -$531K | 0.59% | 34 |
|
|
2021
Q1 | $4.96M | Buy |
204,180
+33,009
| +19% | +$751K | 0.66% | 34 |
|
|
2020
Q4 | $3.66M | Sell |
171,171
-14,523
| -8% | -$294K | 0.52% | 34 |
|
|
2020
Q3 | $3.42M | Sell |
185,694
-7,776
| -4% | -$143K | 0.54% | 33 |
|
|
2020
Q2 | $3.34M | Sell |
193,470
-13,329
| -6% | -$225K | 0.61% | 30 |
|
|
2020
Q1 | $3.1M | Buy |
206,799
+12,669
| +7% | +$227K | 0.59% | 34 |
|
|
2019
Q4 | $3.75M | Sell |
194,130
-3,624
| -2% | -$67.9K | 0.66% | 27 |
|
|
2019
Q3 | $3.61M | Sell |
197,754
-2,670
| -1% | -$47.8K | 0.69% | 27 |
|
|
2019
Q2 | $3.54M | Sell |
200,424
-3,759
| -2% | -$66.1K | 0.67% | 27 |
|
|
2019
Q1 | $3.56M | Sell |
204,183
-5,331
| -3% | -$89.6K | 0.78% | 29 |
|
|
2018
Q4 | $3.28M | Buy |
209,514
+185,031
| +756% | +$3.08M | 0.81% | 30 |
|
|
2018
Q3 | $433K | Buy |
24,483
+75
| +0.3% | +$1.3K | 0.1% | 109 |
|
|
2018
Q2 | $401K | Buy |
24,408
+7,593
| +45% | +$125K | 0.11% | 112 |
|
|
2018
Q1 | $275K | Buy |
+16,815
| New | +$287K | 0.07% | 131 |
|
Other funds holding SCHD
SLI
RIM
WANY
SNS Financial Group's SCHD Position: Q2 2026 in Review
SNS Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 46% in Q2 2026, buying an estimated $1.44M and bringing the position to 143,337 shares worth $4.55M. The position accounts for 0.09% of the portfolio, ranked #144.
SNS Financial Group first reported a position in SCHD in Q1 2018 and has held it in 34 quarters since. The position peaked at $5.42M in Q4 2022. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.
- SNS Financial Group held 143,337 shares of Schwab US Dividend Equity ETF worth $4.55M as of Q2 2026.
- SNS Financial Group bought 45,388 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.44M.
- Schwab US Dividend Equity ETF made up 0.09% of SNS Financial Group's portfolio in Q2 2026, its #144 holding.
- SNS Financial Group first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 34 quarters since.
- SNS Financial Group's Schwab US Dividend Equity ETF position peaked at $5.42M in Q4 2022.
- 2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.
Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.