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

Summit Financial Wealth 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 		$61M Buy
1,925,060
+3,339
+0.2% +$106K 7.81% 2
2026
Q1 		$59M Sell
1,921,721
-60,273
-3% -$1.83M 8.36% 2
2025
Q4 		$54.4M Sell
1,981,994
-29,411
-1% -$800K 7.78% 1
2025
Q3 		$55.4M Buy
2,011,405
+9,524
+0.5% +$260K 8.58% 1
2025
Q2 		$53M Buy
2,001,881
+133,282
+7% +$3.48M 9.52% 1
2025
Q1 		$52.2M Buy
1,868,599
+27,469
+1% +$766K 10.37% 1
2024
Q4 		$51M Buy
1,841,130
+117,114
+7% +$3.33M 9.98% 1
2024
Q3 		$48.6M Buy
1,724,016
+59,493
+4% +$1.62M 9.11% 1
2024
Q2 		$43.1M Buy
1,664,523
+50,523
+3% +$1.32M 8.74% 2
2024
Q1 		$43.4M Buy
1,614,000
+1,152,537
+250% +$29.8M 8.79% 2
2023
Q4 		$11.7M Buy
461,463
+54,210
+13% +$1.29M 2.66% 9
2023
Q3 		$9.46M Buy
407,253
+79,872
+24% +$1.96M 2.32% 11
2023
Q2 		$7.92M Buy
327,381
+36,627
+13% +$875K 1.83% 19
2023
Q1 		$7.09M Buy
290,754
+55,557
+24% +$1.39M 1.68% 18
2022
Q4 		$5.92M Buy
235,197
+41,868
+22% +$1.03M 1.43% 23
2022
Q3 		$4.67M Buy
193,329
+12,630
+7% +$307K 1.34% 25
2022
Q2 		$4.37M Buy
180,699
+4,182
+2% +$106K 1.04% 29
2022
Q1 		$4.64M Buy
176,517
+5,100
+3% +$134K 0.94% 32
2021
Q4 		$4.67M Buy
171,417
+2,490
+1% +$64.7K 0.9% 30
2021
Q3 		$4.18M Buy
168,927
+3,975
+2% +$101K 0.95% 30
2021
Q2 		$4.16M Buy
164,952
+19,932
+14% +$503K 0.94% 30
2021
Q1 		$3.1M Buy
145,020
+11,259
+8% +$256K 0.79% 30
2020
Q4 		$2.47M Buy
133,761
+1,800
+1% +$36.5K 0.67% 29
2020
Q3 		$2.5M Sell
131,961
-1,956
-1% -$36K 0.67% 30
2020
Q2 		$2.3M Hold
133,917
– – 0.61% 32
2020
Q1 		$2.09M Sell
133,917
-2,424
-2% -$43.5K 0.66% 27
2019
Q4 		$2.64M Buy
136,341
+306
+0.2% +$5.73K 0.64% 36
2019
Q3 		$2.47M Hold
136,035
– – 0.61% 37
2019
Q2 		$2.41M Sell
136,035
-7,287
-5% -$128K 0.59% 42
2019
Q1 		$2.52M Sell
143,322
-27,000
-16% -$454K 0.67% 46
2018
Q4 		$2.67M Sell
170,322
-3,936
-2% -$65.6K 0.87% 35
2018
Q3 		$2.93M Sell
174,258
-27,705
-14% -$479K 0.88% 39
2018
Q2 		$3.3M Hold
201,963
– – 1.1% 29
2018
Q1 		$3.3M Sell
201,963
-7,665
-4% -$131K 1.09% 29
2017
Q4 		$3.58M Sell
209,628
-702
-0.3% -$11.5K 1.23% 21
2017
Q3 		$3.28M Sell
210,330
-28,863
-12% -$441K 1.19% 23
2017
Q2 		$3.6M Sell
239,193
-423
-0.2% -$6.35K 1.42% 18
2017
Q1 		$3.56M Sell
239,616
-5,778
-2% -$85.2K 1.56% 17
2016
Q4 		$3.56M Sell
245,394
-387
-0.2% -$5.5K 1.57% 15
2016
Q3 		$3.47M Sell
245,781
-3,447
-1% -$48.7K 1.5% 18
2016
Q2 		$3.44M Sell
249,228
-75,315
-23% -$1.02M 1.44% 22
2016
Q1 		$4.34M Buy
324,543
+17,646
+6% +$224K 1.9% 15
2015
Q4 		$3.94M Buy
+306,897
New +$3.95M 1.81% 17
2015
Q3 		– Sell
-2,952
Closed -$37K – 252
2015
Q2 		$37K Hold
2,952
– – 0.02% 166
2015
Q1 		$39K Buy
+2,952
New +$39.2K 0.03% 135

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Summit Financial Wealth Advisors's SCHD Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.17% in Q2 2026, buying an estimated $106K and bringing the position to 1,925,060 shares worth $61M. The position accounts for 7.81% of the portfolio, ranked #2.

Summit Financial Wealth Advisors first reported a position in SCHD in Q1 2015 and has held it in 45 quarters since. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Summit Financial Wealth Advisors held 1,925,060 shares of Schwab US Dividend Equity ETF worth $61M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 3,339 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $106K.
  • Schwab US Dividend Equity ETF made up 7.81% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Summit Financial Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2015 and has held it in 45 quarters since.
  • 411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.