Advisor Resource Council’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Advisor Resource Council’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 Q1	$590K	Buy	19,217 +475	+3%	+$14.4K	0.19%	108
2025 Q4	$559K	Buy	+18,742	New	+$510K	0.2%	114
2025 Q3	–	Sell	-9,311	Closed	-$247K	–	151
2025 Q2	$247K	Sell	9,311 -28,088	-75%	-$734K	0.1%	151
2025 Q1	$802K	Buy	+37,399	New	+$1.04M	0.06%	288
2024 Q1	–	Sell	-23,187	Closed	-$588K	–	467
2023 Q4	$588K	Buy	+23,187	New	+$553K	0.07%	252
2022 Q3	–	Sell	-19,248	Closed	-$459K	–	431
2022 Q2	$459K	Buy	+19,248	New	+$490K	0.04%	297
2022 Q1	–	Sell	-20,280	Closed	-$546K	–	471
2021 Q4	$546K	Buy	+20,280	New	+$527K	0.04%	317
2021 Q3	–	Sell	-16,470	Closed	-$415K	–	432
2021 Q2	$415K	Buy	+16,470	New	+$416K	0.04%	336

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Advisor Resource Council's SCHD Position: Q1 2026 in Review

Advisor Resource Council increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.5% in Q1 2026, buying an estimated $14.4K and bringing the position to 19,217 shares worth $590K. The position accounts for 0.19% of the portfolio, ranked #108.

Advisor Resource Council first reported a position in SCHD in Q2 2021 and has held it in 8 quarters since. The position peaked at $802K in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Advisor Resource Council held 19,217 shares of Schwab US Dividend Equity ETF worth $590K as of Q1 2026.
Advisor Resource Council bought 475 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $14.4K.
Schwab US Dividend Equity ETF made up 0.19% of Advisor Resource Council's portfolio in Q1 2026, its #108 holding.
Advisor Resource Council first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 8 quarters since.
Advisor Resource Council's Schwab US Dividend Equity ETF position peaked at $802K in Q1 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.