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

Uptown 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	$404K	Hold	12,750	–	–	0.27%	52
2026 Q1	$391K	Sell	12,750 -600	-4%	-$18.2K	0.31%	44
2025 Q4	$366K	Hold	13,350	–	–	0.26%	51
2025 Q3	$364K	Hold	13,350	–	–	0.3%	49
2025 Q2	$354K	Hold	13,350	–	–	0.3%	47
2025 Q1	$373K	Hold	13,350	–	–	0.38%	40
2024 Q4	$365K	Buy	+13,350	New	+$380K	0.39%	37

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 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

AAIM

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

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

HFS

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

SIG

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

SFWA

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

BCM

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

AIA

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

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

Uptown Financial Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 12,750 shares worth $404K. The position accounts for 0.27% of the portfolio, ranked #52.

Uptown Financial Advisors first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 611 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Uptown Financial Advisors held 12,750 shares of Schwab US Dividend Equity ETF worth $404K as of Q2 2026.
Uptown Financial Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.27% of Uptown Financial Advisors's portfolio in Q2 2026, its #52 holding.
Uptown Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
611 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.