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

Westfuller 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 		$155K Buy
4,877
+38
+0.8% +$1.21K 0.06% 174
2026
Q1 		$148K Buy
4,839
+40
+0.8% +$1.21K 0.06% 156
2025
Q4 		$132K Buy
4,799
+48
+1% +$1.3K 0.05% 188
2025
Q3 		$130K Buy
+4,751
New +$130K 0.06% 189

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

Westfuller Advisors's SCHD Position: Q2 2026 in Review

Westfuller Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.79% in Q2 2026, buying an estimated $1.21K and bringing the position to 4,877 shares worth $155K. The position accounts for 0.06% of the portfolio, ranked #174.

Westfuller Advisors first reported a position in SCHD in Q3 2025 and has held it in 4 quarters since. 1,082 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Westfuller Advisors held 4,877 shares of Schwab US Dividend Equity ETF worth $155K as of Q2 2026.
  • Westfuller Advisors bought 38 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.21K.
  • Schwab US Dividend Equity ETF made up 0.06% of Westfuller Advisors's portfolio in Q2 2026, its #174 holding.
  • Westfuller Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.