Advisory Resource Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Advisory Resource Group’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	$1.89M	Buy	59,694 +10,855	+22%	+$344K	0.28%	87
2026 Q1	$1.5M	Sell	48,839 -4,414	-8%	-$134K	0.26%	83
2025 Q4	$1.46M	Buy	53,253 +2,199	+4%	+$59.8K	0.26%	88
2025 Q3	$1.39M	Sell	51,054 -8,446	-14%	-$230K	0.25%	84
2025 Q2	$1.58M	Buy	59,500 +2,520	+4%	+$65.8K	0.3%	69
2025 Q1	$1.59M	Buy	56,980 +6,740	+13%	+$188K	0.32%	72
2024 Q4	$1.37M	Buy	50,240 +560	+1%	+$15.9K	0.29%	70
2024 Q3	$1.4M	Buy	49,680 +738	+2%	+$20.1K	0.3%	69
2024 Q2	$1.27M	Buy	48,942 +1,305	+3%	+$34K	0.29%	68
2024 Q1	$1.28M	Buy	47,637 +1,890	+4%	+$48.8K	0.29%	67
2023 Q4	$1.16M	Buy	45,747 +6,819	+18%	+$162K	0.29%	63
2023 Q3	$918K	Buy	38,928 +16,755	+76%	+$411K	0.25%	67
2023 Q2	$537K	Buy	22,173 +11,748	+113%	+$281K	0.15%	107
2023 Q1	$254K	Buy	10,425 +1,986	+24%	+$49.7K	0.07%	134
2022 Q4	$212K	Buy	+8,439	New	+$208K	0.06%	140

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

Advisory Resource Group's SCHD Position: Q2 2026 in Review

Advisory Resource Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 22% in Q2 2026, buying an estimated $344K and bringing the position to 59,694 shares worth $1.89M. The position accounts for 0.28% of the portfolio, ranked #87.

Advisory Resource Group first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Advisory Resource Group held 59,694 shares of Schwab US Dividend Equity ETF worth $1.89M as of Q2 2026.
Advisory Resource Group bought 10,855 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $344K.
Schwab US Dividend Equity ETF made up 0.28% of Advisory Resource Group's portfolio in Q2 2026, its #87 holding.
Advisory Resource Group first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.