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

Toth Financial Advisory’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	$340K	Buy	10,724 +925	+9%	+$29.3K	0.03%	195
2026 Q1	$301K	Buy	9,799 +919	+10%	+$27.9K	0.03%	188
2025 Q4	$244K	Buy	8,880 +1,179	+15%	+$32.1K	0.03%	205
2025 Q3	$210K	Sell	7,701 -298	-4%	-$8.13K	0.02%	215
2025 Q2	$212K	Buy	7,999 +332	+4%	+$8.67K	0.02%	207
2025 Q1	$214K	Sell	7,667 -1,217	-14%	-$33.9K	0.03%	200
2024 Q4	$243K	Sell	8,884 -437	-5%	-$12.4K	0.03%	197
2024 Q3	$263K	Buy	9,321 +1,947	+26%	+$53K	0.03%	190
2024 Q2	$191K	Sell	7,374 -351	-5%	-$9.14K	0.02%	200
2024 Q1	$208K	Buy	7,725 +318	+4%	+$8.21K	0.03%	196
2023 Q4	$188K	Sell	7,407 -336	-4%	-$8.01K	0.03%	208
2023 Q3	$183K	Buy	7,743 +654	+9%	+$16K	0.03%	197
2023 Q2	$172K	Buy	7,089 +429	+6%	+$10.3K	0.02%	205
2023 Q1	$162K	Buy	6,660 +75	+1%	+$1.88K	0.03%	199
2022 Q4	$166K	Buy	6,585 +300	+5%	+$7.41K	0.03%	194
2022 Q3	$139K	Buy	6,285 +534	+9%	+$13K	0.03%	192
2022 Q2	$137K	Buy	5,751 +894	+18%	+$22.7K	0.02%	194
2022 Q1	$128K	Buy	4,857 +552	+13%	+$14.5K	0.02%	214
2021 Q4	$116K	Buy	4,305 +45	+1%	+$1.17K	0.02%	230
2021 Q3	$105K	Buy	4,260 +2,661	+166%	+$67.6K	0.02%	235
2021 Q2	$40K	Buy	1,599 +432	+37%	+$10.9K	0.01%	299
2021 Q1	$28K	Sell	1,167 -6	-0.5%	-$136	﹤0.01%	339
2020 Q4	$25K	Hold	1,173	–	–	﹤0.01%	316
2020 Q3	$22K	Buy	1,173 +300	+34%	+$5.52K	﹤0.01%	306
2020 Q2	$15K	Buy	873 +753	+628%	+$12.7K	﹤0.01%	310
2020 Q1	$2K	Sell	120 -16,698	-99%	-$300K	﹤0.01%	396
2019 Q4	$325K	Sell	16,818 -234	-1%	-$4.38K	0.07%	151
2019 Q3	$311K	Sell	17,052 -1,758	-9%	-$31.5K	0.07%	139
2019 Q2	$333K	Sell	18,810 -2,355	-11%	-$41.4K	0.07%	131
2019 Q1	$369K	Sell	21,165 -792	-4%	-$13.3K	0.09%	128
2018 Q4	$344K	Sell	21,957 -1,995	-8%	-$33.2K	0.09%	112
2018 Q3	$423K	Sell	23,952 -5,382	-18%	-$93.1K	0.09%	124
2018 Q2	$482K	Sell	29,334 -4,380	-13%	-$72.1K	0.11%	120
2018 Q1	$551K	Sell	33,714 -4,374	-11%	-$74.6K	0.13%	115
2017 Q4	$650K	Sell	38,088 -1,677	-4%	-$27.6K	0.15%	106
2017 Q3	$620K	Sell	39,765 -366	-0.9%	-$5.6K	0.16%	107
2017 Q2	$603K	Sell	40,131 -5,994	-13%	-$89.9K	0.16%	105
2017 Q1	$685K	Sell	46,125 -11,010	-19%	-$162K	0.18%	102
2016 Q4	$830K	Sell	57,135 -4,611	-7%	-$65.5K	0.24%	92
2016 Q3	$871K	Sell	61,746 -909	-1%	-$12.8K	0.26%	84
2016 Q2	$865K	Sell	62,655 -11,289	-15%	-$152K	0.26%	83
2016 Q1	$988K	Sell	73,944 -1,374	-2%	-$17.4K	0.32%	71
2015 Q4	$968K	Buy	75,318 +11,232	+18%	+$145K	0.32%	67
2015 Q3	$768K	Sell	64,086 -9,456	-13%	-$118K	0.28%	69
2015 Q2	$939K	Sell	73,542 -9,561	-12%	-$127K	0.31%	71
2015 Q1	$1.09M	Buy	83,103 +6,264	+8%	+$83.3K	0.37%	68
2014 Q4	$1.02M	Buy	76,839 +28,449	+59%	+$372K	0.35%	66
2014 Q3	$622K	Buy	48,390 +5,178	+12%	+$66.5K	0.23%	79
2014 Q2	$551K	Buy	43,212 +3,093	+8%	+$38.8K	0.21%	81
2014 Q1	$493K	Buy	40,119 +19,521	+95%	+$234K	0.2%	82
2013 Q4	$252K	Buy	+20,598	New	+$243K	0.11%	97

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

Toth Financial Advisory's SCHD Position: Q2 2026 in Review

Toth Financial Advisory increased its Schwab US Dividend Equity ETF (SCHD) stake by 9.4% in Q2 2026, buying an estimated $29.3K and bringing the position to 10,724 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #195.

Toth Financial Advisory first reported a position in SCHD in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.09M in Q1 2015. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Toth Financial Advisory held 10,724 shares of Schwab US Dividend Equity ETF worth $340K as of Q2 2026.
Toth Financial Advisory bought 925 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $29.3K.
Schwab US Dividend Equity ETF made up 0.03% of Toth Financial Advisory's portfolio in Q2 2026, its #195 holding.
Toth Financial Advisory first reported a position in Schwab US Dividend Equity ETF in Q4 2013 and has held it in 51 quarters since.
Toth Financial Advisory's Schwab US Dividend Equity ETF position peaked at $1.09M in Q1 2015.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.