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West Bancorporation’s Schwab US Dividend Equity ETF SCHD Stock Holding History

West Bancorporation’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 		$1.65M Sell
51,986
-2,534
-5% -$80.4K 0.71% 24
2026
Q1 		$1.67M Sell
54,520
-1,071
-2% -$32.5K 0.83% 25
2025
Q4 		$1.52M Buy
55,591
+3,600
+7% +$97.9K 0.8% 27
2025
Q3 		$1.42M Sell
51,991
-1,563
-3% -$42.6K 0.79% 26
2025
Q2 		$1.42M Hold
53,554
– – 0.9% 21
2025
Q1 		$1.5M Sell
53,554
-5,684
-10% -$158K 1.02% 21
2024
Q4 		$1.62M Sell
59,238
-1,221
-2% -$34.7K 1.06% 21
2024
Q3 		$1.7M Sell
60,459
-2,325
-4% -$63.3K 1.14% 21
2024
Q2 		$1.63M Sell
62,784
-5,853
-9% -$152K 1.2% 21
2024
Q1 		$1.84M Sell
68,637
-5,937
-8% -$153K 1.21% 20
2023
Q4 		$1.89M Sell
74,574
-17,328
-19% -$413K 1.22% 20
2023
Q3 		$2.17M Sell
91,902
-2,673
-3% -$65.6K 1.53% 18
2023
Q2 		$2.29M Sell
94,575
-1,212
-1% -$29K 1.54% 18
2023
Q1 		$2.34M Buy
95,787
+17,868
+23% +$447K 1.78% 18
2022
Q4 		$1.96M Buy
77,919
+51,789
+198% +$1.28M 1.46% 20
2022
Q3 		$579K Buy
26,130
+25,734
+6,498% +$625K 0.43% 43
2022
Q2 		$9K Hold
396
– – 0.01% 239
2022
Q1 		$10K Hold
396
– – 0.01% 265
2021
Q4 		$11K Buy
+396
New +$10.3K 0.01% 251
2020
Q3 		$14K Sell
738
-30
-4% -$552 0.02% 206
2020
Q2 		$13K Hold
768
– – 0.02% 210
2020
Q1 		$12K Hold
768
– – 0.02% 196
2019
Q4 		$15K Buy
+768
New +$14.4K 0.02% 207

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

West Bancorporation's SCHD Position: Q2 2026 in Review

West Bancorporation reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.6% in Q2 2026, selling an estimated $80.4K and leaving 51,986 shares worth $1.65M. The position accounts for 0.71% of the portfolio, ranked #24.

West Bancorporation first reported a position in SCHD in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.34M in Q1 2023. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • West Bancorporation held 51,986 shares of Schwab US Dividend Equity ETF worth $1.65M as of Q2 2026.
  • West Bancorporation sold 2,534 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $80.4K.
  • Schwab US Dividend Equity ETF made up 0.71% of West Bancorporation's portfolio in Q2 2026, its #24 holding.
  • West Bancorporation first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 23 quarters since.
  • West Bancorporation's Schwab US Dividend Equity ETF position peaked at $2.34M in Q1 2023.
  • 1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on West Bancorporation's 13F filing for Q2 2026, filed 23 Jul 2026.