Verum Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Verum Partners’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	$995K	Sell	31,382 -2,929	-9%	-$92.9K	0.15%	80
2026 Q1	$1.05M	Buy	34,311 +270	+0.8%	+$8.19K	0.2%	65
2025 Q4	$934K	Sell	34,041 -5,244	-13%	-$143K	0.19%	67
2025 Q3	$1.07M	Sell	39,285 -3,547	-8%	-$96.8K	0.23%	62
2025 Q2	$1.14M	Sell	42,832 -13,228	-24%	-$345K	0.26%	58
2025 Q1	$1.57M	Sell	56,060 -9,702	-15%	-$270K	0.42%	44
2024 Q4	$1.8M	Sell	65,762 -586	-0.9%	-$16.7K	0.52%	41
2024 Q3	$1.87M	Sell	66,348 -12,279	-16%	-$335K	0.55%	38
2024 Q2	$2.04M	Sell	78,627 -30,567	-28%	-$796K	0.66%	31
2024 Q1	$2.93M	Sell	109,194 -18,393	-14%	-$475K	1.04%	24
2023 Q4	$3.24M	Sell	127,587 -20,340	-14%	-$485K	1.28%	19
2023 Q3	$3.49M	Buy	+147,927	New	+$3.63M	1.56%	18

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

Verum Partners's SCHD Position: Q2 2026 in Review

Verum Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.5% in Q2 2026, selling an estimated $92.9K and leaving 31,382 shares worth $995K. The position accounts for 0.15% of the portfolio, ranked #80.

Verum Partners first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.49M in Q3 2023. 604 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Verum Partners held 31,382 shares of Schwab US Dividend Equity ETF worth $995K as of Q2 2026.
Verum Partners sold 2,929 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $92.9K.
Schwab US Dividend Equity ETF made up 0.15% of Verum Partners's portfolio in Q2 2026, its #80 holding.
Verum Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
Verum Partners's Schwab US Dividend Equity ETF position peaked at $3.49M in Q3 2023.
604 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.