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

Advisory Solutions 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 Q3	$3.02M	Buy	92,728 +48,145	+108%	+$1.62M	0.64%	45
2026 Q2	$1.41M	Buy	+44,583	New	+$1.41M	0.48%	54

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Advisory Solutions Group's SCHD Position: Q3 2026 in Review

Advisory Solutions Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 108% in Q3 2026, buying an estimated $1.62M and bringing the position to 92,728 shares worth $3.02M. The position accounts for 0.64% of the portfolio, ranked #45.

Advisory Solutions Group first reported a position in SCHD in Q2 2026 and has held it in 2 quarters since. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Advisory Solutions Group held 92,728 shares of Schwab US Dividend Equity ETF worth $3.02M as of Q3 2026.
Advisory Solutions Group bought 48,145 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $1.62M.
Schwab US Dividend Equity ETF made up 0.64% of Advisory Solutions Group's portfolio in Q3 2026, its #45 holding.
Advisory Solutions Group first reported a position in Schwab US Dividend Equity ETF in Q2 2026 and has held it in 2 quarters since.
2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.