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

Souders Financial Advisors’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	$28.1M	Sell	887,309 -175,529	-17%	-$5.57M	2.83%	8
2026 Q1	$32.6M	Buy	1,062,838 +883	+0.1%	+$26.8K	3.72%	6
2025 Q4	$29.1M	Buy	1,061,955 +25,835	+2%	+$702K	3.34%	7
2025 Q3	$28.3M	Buy	1,036,120 +54,098	+6%	+$1.48M	3.36%	6
2025 Q2	$26M	Buy	982,022 +40,344	+4%	+$1.05M	3.31%	6
2025 Q1	$26.3M	Buy	941,678 +67,405	+8%	+$1.88M	3.68%	6
2024 Q4	$23.9M	Buy	874,273 +15,061	+2%	+$428K	3.34%	6
2024 Q3	$24.2M	Sell	859,212 -80,151	-9%	-$2.18M	3.37%	6
2024 Q2	$24.3M	Buy	939,363 +32,487	+4%	+$846K	3.67%	5
2024 Q1	$24.4M	Buy	906,876 +18,621	+2%	+$481K	3.85%	4
2023 Q4	$22.5M	Buy	888,255 +30,231	+4%	+$720K	3.86%	3
2023 Q3	$20.2M	Buy	858,024 +53,748	+7%	+$1.32M	3.89%	3
2023 Q2	$19.5M	Buy	804,276 +38,496	+5%	+$920K	3.72%	3
2023 Q1	$18.7M	Sell	765,780 -248,916	-25%	-$6.22M	3.97%	3
2022 Q4	$25.6M	Buy	1,014,696 +32,271	+3%	+$797K	5.84%	1
2022 Q3	$21.8M	Sell	982,425 -12,396	-1%	-$301K	5.91%	2
2022 Q2	$23.8M	Buy	994,821 +26,364	+3%	+$671K	6.83%	1
2022 Q1	$25.5M	Buy	968,457 +39,534	+4%	+$1.04M	7.36%	1
2021 Q4	$25M	Buy	928,923 +39,267	+4%	+$1.02M	7.19%	2
2021 Q3	$22M	Buy	889,656 +21,336	+2%	+$542K	7.1%	1
2021 Q2	$21.9M	Sell	868,320 -52,548	-6%	-$1.33M	7.37%	1
2021 Q1	$22.4M	Buy	920,868 +233,283	+34%	+$5.31M	8.76%	1
2020 Q4	$14.7M	Buy	687,585 +10,812	+2%	+$219K	6.41%	2
2020 Q3	$13.9M	Buy	676,773 +30,804	+5%	+$567K	6.55%	2
2020 Q2	$11.1M	Sell	645,969 -172,608	-21%	-$2.92M	6.38%	2
2020 Q1	$12.3M	Buy	+818,577	New	+$14.7M	10.84%	1

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

Souders Financial Advisors's SCHD Position: Q2 2026 in Review

Souders Financial Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q2 2026, selling an estimated $5.57M and leaving 887,309 shares worth $28.1M. The position accounts for 2.83% of the portfolio, ranked #8.

Souders Financial Advisors first reported a position in SCHD in Q1 2020 and has held it in 26 quarters since. The position peaked at $32.6M in Q1 2026. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Souders Financial Advisors held 887,309 shares of Schwab US Dividend Equity ETF worth $28.1M as of Q2 2026.
Souders Financial Advisors sold 175,529 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5.57M.
Schwab US Dividend Equity ETF made up 2.83% of Souders Financial Advisors's portfolio in Q2 2026, its #8 holding.
Souders Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 26 quarters since.
Souders Financial Advisors's Schwab US Dividend Equity ETF position peaked at $32.6M in Q1 2026.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.