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

Zhang Financial’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	$1.06M	Buy	33,377 +188	+0.6%	+$5.96K	0.03%	192
2026 Q1	$1.02M	Buy	33,189 +995	+3%	+$30.2K	0.04%	184
2025 Q4	$883K	Sell	32,194 -23,569	-42%	-$641K	0.03%	186
2025 Q3	$1.52M	Buy	55,763 +210	+0.4%	+$5.73K	0.06%	143
2025 Q2	$1.47M	Sell	55,553 -16,748	-23%	-$437K	0.07%	136
2025 Q1	$2.02M	Sell	72,301 -2,427	-3%	-$67.7K	0.11%	106
2024 Q4	$2.04M	Buy	+74,728	New	+$2.12M	0.12%	93

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

Zhang Financial's SCHD Position: Q2 2026 in Review

Zhang Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.57% in Q2 2026, buying an estimated $5.96K and bringing the position to 33,377 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #192.

Zhang Financial first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q4 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Zhang Financial held 33,377 shares of Schwab US Dividend Equity ETF worth $1.06M as of Q2 2026.
Zhang Financial bought 188 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5.96K.
Schwab US Dividend Equity ETF made up 0.03% of Zhang Financial's portfolio in Q2 2026, its #192 holding.
Zhang Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Zhang Financial's Schwab US Dividend Equity ETF position peaked at $2.04M in Q4 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.