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

SWS 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	$961K	Hold	30,315	–	–	0.21%	87
2026 Q1	$930K	Hold	30,315	–	–	0.23%	89
2025 Q4	$832K	Hold	30,315	–	–	0.2%	96
2025 Q3	$828K	Sell	30,315 -1,152	-4%	-$31.4K	0.2%	100
2025 Q2	$834K	Buy	31,467 +11	+0%	+$287	0.23%	99
2025 Q1	$880K	Sell	31,456 -3,734	-11%	-$104K	0.29%	89
2024 Q4	$961K	Buy	35,190 +1,131	+3%	+$32.2K	0.29%	91
2024 Q3	$960K	Hold	34,059	–	–	0.31%	87
2024 Q2	$883K	Sell	34,059 -96	-0.3%	-$2.5K	0.26%	93
2024 Q1	$918K	Sell	34,155 -78	-0.2%	-$2.02K	0.27%	90
2023 Q4	$869K	Hold	34,233	–	–	0.28%	88
2023 Q3	$807K	Hold	34,233	–	–	0.3%	87
2023 Q2	$829K	Hold	34,233	–	–	0.3%	88
2023 Q1	$835K	Sell	34,233 -13,632	-28%	-$341K	0.31%	92
2022 Q4	$1.21M	Sell	47,865 -987	-2%	-$24.4K	0.57%	68
2022 Q3	$1.08M	Buy	+48,852	New	+$1.19M	0.5%	76
2021 Q1	–	Sell	-46,443	Closed	-$993K	–	104
2020 Q4	$993K	Sell	46,443 -3,708	-7%	-$75.2K	0.44%	83
2020 Q3	$924K	Buy	+50,151	New	+$923K	0.46%	72
2020 Q2	–	Sell	-56,160	Closed	-$842K	–	101
2020 Q1	$842K	Buy	+56,160	New	+$1.01M	0.6%	55
2019 Q3	$793K	Sell	41,772 -10,656	-20%	-$191K	0.47%	59
2019 Q2	$941K	Buy	+52,428	New	+$922K	0.6%	53
2018 Q4	$993K	Buy	63,420 +6,033	+11%	+$101K	0.75%	51
2018 Q3	$1.01M	Sell	57,387 -24	-0%	-$415	0.64%	49
2018 Q2	$943K	Buy	57,411 +27,819	+94%	+$458K	0.66%	51
2018 Q1	$472K	Buy	29,592 +5,535	+23%	+$94.4K	0.35%	55
2017 Q4	$410K	Buy	+24,057	New	+$395K	0.31%	56

Other funds holding SCHD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SWS Partners's SCHD Position: Q2 2026 in Review

SWS Partners held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 30,315 shares worth $961K. The position accounts for 0.21% of the portfolio, ranked #87.

SWS Partners first reported a position in SCHD in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.21M in Q4 2022. 1,287 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

SWS Partners held 30,315 shares of Schwab US Dividend Equity ETF worth $961K as of Q2 2026.
SWS Partners left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.21% of SWS Partners's portfolio in Q2 2026, its #87 holding.
SWS Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 26 quarters since.
SWS Partners's Schwab US Dividend Equity ETF position peaked at $1.21M in Q4 2022.
1,287 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.