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

Tenon 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	$734K	Buy	23,132 +8,225	+55%	+$261K	0.24%	28
2026 Q1	$457K	Hold	14,907	–	–	0.18%	30
2025 Q4	$409K	Sell	14,907 -254	-2%	-$6.91K	0.17%	34
2025 Q3	$414K	Buy	15,161 +29	+0.2%	+$791	0.21%	30
2025 Q2	$401K	Buy	15,132 +6	+0%	+$157	0.18%	31
2025 Q1	$423K	Buy	15,126 +5	+0%	+$139	0.26%	28
2024 Q4	$412K	Buy	15,121 +4	+0%	+$114	0.27%	28
2024 Q3	$426K	Buy	15,117 +12	+0.1%	+$327	0.28%	27
2024 Q2	$392K	Hold	15,105	–	–	0.31%	25
2024 Q1	$406K	Buy	+15,105	New	+$390K	0.34%	22

Other funds holding SCHD

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Tenon Financial's SCHD Position: Q2 2026 in Review

Tenon Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 55% in Q2 2026, buying an estimated $261K and bringing the position to 23,132 shares worth $734K. The position accounts for 0.24% of the portfolio, ranked #28.

Tenon Financial first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Tenon Financial held 23,132 shares of Schwab US Dividend Equity ETF worth $734K as of Q2 2026.
Tenon Financial bought 8,225 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $261K.
Schwab US Dividend Equity ETF made up 0.24% of Tenon Financial's portfolio in Q2 2026, its #28 holding.
Tenon Financial first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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