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

West 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	$188K	Buy	5,926 +275	+5%	+$8.72K	0.03%	66
2026 Q1	$173K	Hold	5,651	–	–	0.03%	61
2025 Q4	$155K	Hold	5,651	–	–	0.03%	64
2025 Q3	$154K	Hold	5,651	–	–	0.03%	68
2025 Q2	$150K	Sell	5,651 -993	-15%	-$25.9K	0.03%	68
2025 Q1	$186K	Hold	6,644	–	–	0.04%	62
2024 Q4	$182K	Sell	6,644 -3,415	-34%	-$97.1K	0.04%	61
2024 Q3	$283K	Hold	10,059	–	–	0.05%	48
2024 Q2	$261K	Buy	10,059 +93	+0.9%	+$2.42K	0.05%	50
2024 Q1	$268K	Hold	9,966	–	–	0.06%	50
2023 Q4	$253K	Sell	9,966 -4,320	-30%	-$103K	0.06%	50
2023 Q3	$337K	Hold	14,286	–	–	0.08%	46
2023 Q2	$346K	Hold	14,286	–	–	0.09%	43
2023 Q1	$348K	Buy	14,286 +2,070	+17%	+$51.8K	0.09%	42
2022 Q4	$308K	Sell	12,216 -1,749	-13%	-$43.2K	0.09%	42
2022 Q3	$309K	Sell	13,965 -405	-3%	-$9.84K	0.09%	44
2022 Q2	$343K	Sell	14,370 -141	-1%	-$3.59K	0.1%	41
2022 Q1	$382K	Hold	14,511	–	–	0.1%	41
2021 Q4	$391K	Sell	14,511 -36	-0.2%	-$935	0.1%	41
2021 Q3	$360K	Sell	14,547 -24	-0.2%	-$610	0.11%	41
2021 Q2	$367K	Hold	14,571	–	–	0.11%	36
2021 Q1	$354K	Sell	14,571 -1,476	-9%	-$33.6K	0.12%	38
2020 Q4	$343K	Buy	+16,047	New	+$325K	0.12%	38

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 22.96% 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

West Financial Advisors's SCHD Position: Q2 2026 in Review

West Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.9% in Q2 2026, buying an estimated $8.72K and bringing the position to 5,926 shares worth $188K. The position accounts for 0.03% of the portfolio, ranked #66.

West Financial Advisors first reported a position in SCHD in Q4 2020 and has held it in 23 quarters since. The position peaked at $391K in Q4 2021. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

West Financial Advisors held 5,926 shares of Schwab US Dividend Equity ETF worth $188K as of Q2 2026.
West Financial Advisors bought 275 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $8.72K.
Schwab US Dividend Equity ETF made up 0.03% of West Financial Advisors's portfolio in Q2 2026, its #66 holding.
West Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 23 quarters since.
West Financial Advisors's Schwab US Dividend Equity ETF position peaked at $391K in Q4 2021.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.