VFP
SCHD icon

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

Verus Financial 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 		$2.15M Sell
67,820
-5,934
-8% -$188K 0.18% 33
2026
Q1 		$2.27M Sell
73,754
-15,869
-18% -$481K 0.2% 33
2025
Q4 		$2.62M Sell
89,623
-944,739
-91% -$25.7M 0.24% 29
2025
Q3 		$28.2M Buy
1,034,362
+17,749
+2% +$484K 2.72% 13
2025
Q2 		$27.7M Buy
1,016,613
+27,215
+3% +$711K 2.83% 13
2025
Q1 		$25.2M Buy
989,398
+20,411
+2% +$569K 2.87% 12
2024
Q4 		$26.2M Buy
968,987
+7,136
+0.7% +$203K 2.94% 12
2024
Q3 		$27.1M Buy
961,851
+19,473
+2% +$530K 2.97% 12
2024
Q2 		$24.4M Buy
942,378
+56,379
+6% +$1.47M 2.84% 12
2024
Q1 		$23.8M Buy
885,999
+31,650
+4% +$818K 2.79% 12
2023
Q4 		$21.9M Buy
854,349
+23,298
+3% +$555K 2.71% 12
2023
Q3 		$19.5M Buy
831,051
+302,799
+57% +$7.43M 2.54% 14
2023
Q2 		$13.3M Buy
528,252
+286,533
+119% +$6.85M 1.67% 15
2023
Q1 		$5.63M Buy
241,719
+103,602
+75% +$2.59M 0.77% 17
2022
Q4 		$3.55M Buy
+138,117
New +$3.41M 0.49% 21

Other funds holding SCHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Verus Financial Partners's SCHD Position: Q2 2026 in Review

Verus Financial Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8% in Q2 2026, selling an estimated $188K and leaving 67,820 shares worth $2.15M. The position accounts for 0.18% of the portfolio, ranked #33.

Verus Financial Partners first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $28.2M in Q3 2025. 1,221 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Verus Financial Partners held 67,820 shares of Schwab US Dividend Equity ETF worth $2.15M as of Q2 2026.
  • Verus Financial Partners sold 5,934 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $188K.
  • Schwab US Dividend Equity ETF made up 0.18% of Verus Financial Partners's portfolio in Q2 2026, its #33 holding.
  • Verus Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Verus Financial Partners's Schwab US Dividend Equity ETF position peaked at $28.2M in Q3 2025.
  • 1,221 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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