Walker Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Walker Financial Services’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	$26.7M	Sell	842,806 -47,834	-5%	-$1.52M	8.27%	5
2026 Q1	$27.3M	Sell	890,640 -146,937	-14%	-$4.46M	9.35%	4
2025 Q4	$28.5M	Sell	1,037,577 -146,915	-12%	-$3.99M	10.31%	3
2025 Q3	$32.3M	Sell	1,184,492 -338,367	-22%	-$9.23M	12.58%	1
2025 Q2	$40.4M	Buy	1,522,859 +114,481	+8%	+$2.99M	18.34%	2
2025 Q1	$39.4M	Buy	1,408,378 +100,381	+8%	+$2.8M	20.64%	2
2024 Q4	$35.7M	Buy	1,307,997 +147,171	+13%	+$4.18M	20.77%	2
2024 Q3	$32.7M	Buy	1,160,826 +98,175	+9%	+$2.67M	22.12%	1
2024 Q2	$27.5M	Buy	1,062,651 +89,811	+9%	+$2.34M	21.53%	1
2024 Q1	$26.1M	Buy	972,840 +80,418	+9%	+$2.08M	21.48%	1
2023 Q4	$22.6M	Sell	892,422 -62,730	-7%	-$1.49M	23.42%	1
2023 Q3	$22.5M	Buy	955,152 +101,580	+12%	+$2.49M	21.89%	2
2023 Q2	$20.7M	Buy	853,572 +58,488	+7%	+$1.4M	20.41%	2
2023 Q1	$19.4M	Hold	795,084	–	–	19.98%	2
2022 Q4	$19.4M	Sell	795,084 -31,716	-4%	-$783K	19.98%	2
2022 Q3	$18.3M	Sell	826,800 -5,679	-0.7%	-$138K	17.11%	3
2022 Q2	$19.9M	Buy	832,479 +23,274	+3%	+$592K	19.35%	2
2022 Q1	$21.3M	Buy	+809,205	New	+$21.2M	19.54%	2

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

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Walker Financial Services's SCHD Position: Q2 2026 in Review

Walker Financial Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.4% in Q2 2026, selling an estimated $1.52M and leaving 842,806 shares worth $26.7M. The position accounts for 8.27% of the portfolio, ranked #5.

Walker Financial Services first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. The position peaked at $40.4M in Q2 2025. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Walker Financial Services held 842,806 shares of Schwab US Dividend Equity ETF worth $26.7M as of Q2 2026.
Walker Financial Services sold 47,834 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.52M.
Schwab US Dividend Equity ETF made up 8.27% of Walker Financial Services's portfolio in Q2 2026, its #5 holding.
Walker Financial Services first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
Walker Financial Services's Schwab US Dividend Equity ETF position peaked at $40.4M in Q2 2025.
411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.