Sovereign Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sovereign Financial Group’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	$528K	Buy	16,661 +767	+5%	+$24.3K	0.08%	215
2026 Q1	$488K	Sell	15,894 -145	-0.9%	-$4.4K	0.08%	213
2025 Q4	$440K	Sell	16,039 -159	-1%	-$4.32K	0.08%	207
2025 Q3	$442K	Sell	16,198 -154	-0.9%	-$4.2K	0.08%	203
2025 Q2	$433K	Buy	16,352 +1,314	+9%	+$34.3K	0.09%	195
2025 Q1	$420K	Buy	15,038 +940	+7%	+$26.2K	0.1%	184
2024 Q4	$385K	Buy	14,098 +5,899	+72%	+$168K	0.09%	206
2024 Q3	$231K	Buy	8,199 +66	+0.8%	+$1.8K	0.05%	256
2024 Q2	$211K	Hold	8,133	–	–	0.05%	261
2024 Q1	$219K	Buy	+8,133	New	+$210K	0.06%	260

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

Sovereign Financial Group's SCHD Position: Q2 2026 in Review

Sovereign Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.8% in Q2 2026, buying an estimated $24.3K and bringing the position to 16,661 shares worth $528K. The position accounts for 0.08% of the portfolio, ranked #215.

Sovereign Financial Group first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sovereign Financial Group held 16,661 shares of Schwab US Dividend Equity ETF worth $528K as of Q2 2026.
Sovereign Financial Group bought 767 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $24.3K.
Schwab US Dividend Equity ETF made up 0.08% of Sovereign Financial Group's portfolio in Q2 2026, its #215 holding.
Sovereign Financial Group first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.