Southland Equity Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Southland Equity 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	$22.4M	Buy	706,182 +16,525	+2%	+$524K	3.92%	5
2026 Q1	$21.2M	Sell	689,657 -2,597	-0.4%	-$78.8K	4.12%	5
2025 Q4	$19M	Sell	692,254 -663	-0.1%	-$18K	3.75%	6
2025 Q3	$18.9M	Sell	692,917 -2,418	-0.3%	-$66K	3.83%	6
2025 Q2	$18.4M	Sell	695,335 -1,597	-0.2%	-$41.7K	4.04%	6
2025 Q1	$19.5M	Sell	696,932 -2,920	-0.4%	-$81.4K	4.54%	5
2024 Q4	$19.1M	Buy	699,852 +76,836	+12%	+$2.18M	4.45%	5
2024 Q3	$17.6M	Buy	623,016 +181,599	+41%	+$4.95M	4.27%	6
2024 Q2	$11.4M	Buy	441,417 +222,786	+102%	+$5.8M	3.27%	7
2024 Q1	$5.88M	Buy	218,631 +69,720	+47%	+$1.8M	1.65%	14
2023 Q4	$3.78M	Buy	148,911 +17,220	+13%	+$410K	1.18%	20
2023 Q3	$3.11M	Buy	131,691 +18,306	+16%	+$449K	1.07%	21
2023 Q2	$2.74M	Buy	113,385 +48,741	+75%	+$1.16M	0.93%	26
2023 Q1	$1.58M	Buy	64,644 +20,199	+45%	+$505K	0.62%	33
2022 Q4	$1.12M	Buy	44,445 +13,815	+45%	+$341K	0.43%	40
2022 Q3	$678K	Buy	30,630 +7,509	+32%	+$182K	0.33%	53
2022 Q2	$552K	Sell	23,121 -873	-4%	-$22.2K	0.25%	70
2022 Q1	$631K	Buy	23,994 +8,562	+55%	+$224K	0.26%	67
2021 Q4	$416K	Buy	15,432 +114	+0.7%	+$2.96K	0.17%	92
2021 Q3	$379K	Hold	15,318	–	–	0.17%	92
2021 Q2	$386K	Hold	15,318	–	–	0.18%	90
2021 Q1	$372K	Sell	15,318 -96	-0.6%	-$2.18K	0.21%	85
2020 Q4	$330K	Buy	+15,414	New	+$313K	0.22%	84

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

AAIM

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

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

Southland Equity Partners's SCHD Position: Q2 2026 in Review

Southland Equity Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.4% in Q2 2026, buying an estimated $524K and bringing the position to 706,182 shares worth $22.4M. The position accounts for 3.92% of the portfolio, ranked #5.

Southland Equity Partners first reported a position in SCHD in Q4 2020 and has held it in 23 quarters since. 683 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Southland Equity Partners held 706,182 shares of Schwab US Dividend Equity ETF worth $22.4M as of Q2 2026.
Southland Equity Partners bought 16,525 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $524K.
Schwab US Dividend Equity ETF made up 3.92% of Southland Equity Partners's portfolio in Q2 2026, its #5 holding.
Southland Equity Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 23 quarters since.
683 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.