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

Verdence Capital 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	$2.85M	Buy	89,804 +14,557	+19%	+$462K	0.15%	135
2026 Q1	$2.31M	Buy	75,247 +33,674	+81%	+$1.02M	0.13%	156
2025 Q4	$1.14M	Buy	41,573 +204	+0.5%	+$5.55K	0.07%	256
2025 Q3	$1.12M	Buy	41,369 +8,492	+26%	+$232K	0.06%	285
2025 Q2	$871K	Buy	+32,877	New	+$859K	0.06%	287

Other funds holding SCHD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Verdence Capital Advisors's SCHD Position: Q2 2026 in Review

Verdence Capital Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 19% in Q2 2026, buying an estimated $462K and bringing the position to 89,804 shares worth $2.85M. The position accounts for 0.15% of the portfolio, ranked #135.

Verdence Capital Advisors first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. 1,175 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Verdence Capital Advisors held 89,804 shares of Schwab US Dividend Equity ETF worth $2.85M as of Q2 2026.
Verdence Capital Advisors bought 14,557 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $462K.
Schwab US Dividend Equity ETF made up 0.15% of Verdence Capital Advisors's portfolio in Q2 2026, its #135 holding.
Verdence Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
1,175 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.