Sunflower Bank’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sunflower Bank’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	$460K	Hold	14,501	–	–	0.11%	85
2026 Q1	$445K	Hold	14,501	–	–	0.11%	87
2025 Q4	$398K	Buy	14,501 +419	+3%	+$11.4K	0.1%	94
2025 Q3	$384K	Hold	14,082	–	–	0.09%	91
2025 Q2	$373K	Buy	14,082 +6	+0%	+$157	0.09%	93
2025 Q1	$394K	Buy	14,076 +450	+3%	+$12.5K	0.11%	78
2024 Q4	$372K	Hold	13,626	–	–	0.1%	84
2024 Q3	$384K	Buy	13,626 +555	+4%	+$15.1K	0.11%	83
2024 Q2	$339K	Buy	13,071 +4,800	+58%	+$125K	0.08%	88
2024 Q1	$222K	Sell	8,271 -207	-2%	-$5.35K	0.05%	113
2023 Q4	$215K	Buy	+8,478	New	+$202K	0.05%	112
2023 Q3	–	Sell	-17,043	Closed	-$413K	–	112
2023 Q2	$413K	Sell	17,043 -2,769	-14%	-$66.2K	0.1%	73
2023 Q1	$483K	Sell	19,812 -2,280	-10%	-$57K	0.11%	65
2022 Q4	$556K	Buy	22,092 +9,924	+82%	+$245K	0.12%	59
2022 Q3	$269K	Sell	12,168 -900	-7%	-$21.9K	0.06%	101
2022 Q2	$312K	Sell	13,068 -8,880	-40%	-$226K	0.06%	115
2022 Q1	$577K	Sell	21,948 -10,443	-32%	-$273K	0.08%	102
2021 Q4	$873K	Sell	32,391 -3,357	-9%	-$87.2K	0.12%	75
2021 Q3	$885K	Buy	35,748 +3,744	+12%	+$95.2K	0.12%	73
2021 Q2	$807K	Buy	32,004 +7,185	+29%	+$181K	0.12%	88
2021 Q1	$603K	Buy	+24,819	New	+$565K	0.1%	99
2020 Q3	–	Sell	-22,371	Closed	-$385K	–	104
2020 Q2	$385K	Buy	+22,371	New	+$378K	0.15%	56

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Wealth Enhancement Advisory Services

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Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return