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Welch Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Welch Group’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 		$294K Buy
9,258
+2,534
+38% +$80.4K 0.01% 250
2026
Q1 		$206K Buy
+6,724
New +$204K 0.01% 295
2025
Q3 		– Sell
-11,724
Closed -$311K – 303
2025
Q2 		$311K Buy
11,724
+3,624
+45% +$94.6K 0.01% 206
2025
Q1 		$223K Buy
8,100
+305
+4% +$8.5K 0.01% 230
2024
Q4 		$212K Buy
7,795
+70
+0.9% +$1.99K 0.01% 245
2024
Q3 		$218K Buy
+7,725
New +$210K 0.01% 248

Other funds holding SCHD

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 $43.3B AUM 29.3% 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
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Welch Group's SCHD Position: Q2 2026 in Review

Welch Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 38% in Q2 2026, buying an estimated $80.4K and bringing the position to 9,258 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #250.

Welch Group first reported a position in SCHD in Q3 2024 and has held it in 6 quarters since. The position peaked at $311K in Q2 2025. 996 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Welch Group held 9,258 shares of Schwab US Dividend Equity ETF worth $294K as of Q2 2026.
  • Welch Group bought 2,534 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $80.4K.
  • Schwab US Dividend Equity ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #250 holding.
  • Welch Group first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 6 quarters since.
  • Welch Group's Schwab US Dividend Equity ETF position peaked at $311K in Q2 2025.
  • 996 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.