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

Unify Financial Advisors’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	$653K	Hold	20,589	–	–	0.6%	46
2026 Q1	$632K	Buy	20,589 +200	+1%	+$6.07K	0.66%	45
2025 Q4	$559K	Buy	+20,389	New	+$554K	0.58%	46

Other funds holding SCHD

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

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Unify Financial Advisors's SCHD Position: Q2 2026 in Review

Unify Financial Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 20,589 shares worth $653K. The position accounts for 0.6% of the portfolio, ranked #46.

Unify Financial Advisors first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 679 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Unify Financial Advisors held 20,589 shares of Schwab US Dividend Equity ETF worth $653K as of Q2 2026.
Unify Financial Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.6% of Unify Financial Advisors's portfolio in Q2 2026, its #46 holding.
Unify Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
679 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.