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

Summit Financial’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	$17.5M	Buy	552,588 +35,578	+7%	+$1.13M	0.19%	99
2026 Q1	$15.9M	Buy	517,010 +17,546	+4%	+$532K	0.2%	92
2025 Q4	$13.7M	Buy	499,464 +17,763	+4%	+$483K	0.2%	99
2025 Q3	$13.2M	Buy	481,701 +76,244	+19%	+$2.08M	0.2%	96
2025 Q2	$10.7M	Buy	405,457 +16,226	+4%	+$424K	0.24%	72
2025 Q1	$10.9M	Buy	389,231 +77,628	+25%	+$2.16M	0.31%	62
2024 Q4	$8.51M	Buy	311,603 +275,174	+755%	+$7.82M	0.3%	59
2024 Q3	$1.03M	Buy	36,429 +13,299	+57%	+$362K	0.04%	255
2024 Q2	$606K	Buy	+23,130	New	+$602K	0.03%	298

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

Summit Financial's SCHD Position: Q2 2026 in Review

Summit Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.9% in Q2 2026, buying an estimated $1.13M and bringing the position to 552,588 shares worth $17.5M. The position accounts for 0.19% of the portfolio, ranked #99.

Summit Financial first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Summit Financial held 552,588 shares of Schwab US Dividend Equity ETF worth $17.5M as of Q2 2026.
Summit Financial bought 35,578 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.13M.
Schwab US Dividend Equity ETF made up 0.19% of Summit Financial's portfolio in Q2 2026, its #99 holding.
Summit Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.