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

Walkner Condon 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	$1.09M	Sell	34,495 -365	-1%	-$11.6K	0.13%	120
2026 Q1	$1.07M	Sell	34,860 -4,013	-10%	-$122K	0.14%	112
2025 Q4	$1.07M	Sell	38,873 -559	-1%	-$15.2K	0.15%	109
2025 Q3	$1.08M	Buy	39,432 +3,591	+10%	+$98K	0.17%	104
2025 Q2	$950K	Sell	35,841 -4,605	-11%	-$120K	0.17%	102
2025 Q1	$1.13M	Buy	40,446 +779	+2%	+$21.7K	0.23%	88
2024 Q4	$1.08M	Sell	39,667 -701	-2%	-$19.9K	0.22%	89
2024 Q3	$1.14M	Buy	40,368 +414	+1%	+$11.3K	0.23%	89
2024 Q2	$1.04M	Buy	39,954 +1,113	+3%	+$29K	0.22%	94
2024 Q1	$1.04M	Buy	38,841 +1,914	+5%	+$49.4K	0.22%	95
2023 Q4	$937K	Buy	36,927 +11,667	+46%	+$278K	0.21%	98
2023 Q3	$596K	Buy	25,260 +1,359	+6%	+$33.3K	0.16%	120
2023 Q2	$579K	Sell	23,901 -102	-0.4%	-$2.44K	0.15%	114
2023 Q1	$585K	Sell	24,003 -384	-2%	-$9.6K	0.16%	114
2022 Q4	$614K	Buy	24,387 +534	+2%	+$13.2K	0.18%	106
2022 Q3	$528K	Buy	23,853 +420	+2%	+$10.2K	0.17%	113
2022 Q2	$560K	Buy	23,433 +291	+1%	+$7.4K	0.18%	112
2022 Q1	$609K	Sell	23,142 -3,150	-12%	-$82.5K	0.17%	108
2021 Q4	$708K	Sell	26,292 -357	-1%	-$9.27K	0.46%	55
2021 Q3	$661K	Buy	26,649 +30	+0.1%	+$762	0.33%	67
2021 Q2	$670K	Buy	26,619 +15	+0.1%	+$379	0.25%	75
2021 Q1	$647K	Sell	26,604 -1,233	-4%	-$28K	0.25%	81
2020 Q4	$595K	Buy	27,837 +3,981	+17%	+$80.7K	0.26%	71
2020 Q3	$440K	Buy	+23,856	New	+$439K	0.24%	75

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Walkner Condon Financial Advisors's SCHD Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1% in Q2 2026, selling an estimated $11.6K and leaving 34,495 shares worth $1.09M. The position accounts for 0.13% of the portfolio, ranked #120.

Walkner Condon Financial Advisors first reported a position in SCHD in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.14M in Q3 2024. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Walkner Condon Financial Advisors held 34,495 shares of Schwab US Dividend Equity ETF worth $1.09M as of Q2 2026.
Walkner Condon Financial Advisors sold 365 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $11.6K.
Schwab US Dividend Equity ETF made up 0.13% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #120 holding.
Walkner Condon Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 24 quarters since.
Walkner Condon Financial Advisors's Schwab US Dividend Equity ETF position peaked at $1.14M in Q3 2024.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.