TFB Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.18M Buy
37,063
+25,230
+213% +$800K 0.52% 47
2026
Q1
$363K Buy
11,833
+597
+5% +$18.1K 0.19% 122
2025
Q4
$308K Sell
11,236
-29
-0.3% -$789 0.09% 242
2025
Q3
$303K Sell
11,265
-2,913
-21% -$79.5K 0.09% 239
2025
Q2
$376K Sell
14,178
-2,812
-17% -$73.4K 0.1% 223
2025
Q1
$475K Buy
16,990
+502
+3% +$14K 0.14% 177
2024
Q4
$450K Buy
16,488
+2,460
+18% +$69.9K 0.13% 178
2024
Q3
$395K Buy
14,028
+318
+2% +$8.66K 0.12% 196
2024
Q2
$355K Buy
13,710
+1,197
+10% +$31.2K 0.12% 194
2024
Q1
$321K Buy
+12,513
New +$323K 0.12% 190

Other funds holding SCHD

TFB Advisors's SCHD Position: Q2 2026 in Review

TFB Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 213% in Q2 2026, buying an estimated $800K and bringing the position to 37,063 shares worth $1.18M. The position accounts for 0.52% of the portfolio, ranked #47.

TFB Advisors first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • TFB Advisors held 37,063 shares of Schwab US Dividend Equity ETF worth $1.18M as of Q2 2026.
  • TFB Advisors bought 25,230 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $800K.
  • Schwab US Dividend Equity ETF made up 0.52% of TFB Advisors's portfolio in Q2 2026, its #47 holding.
  • TFB Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.