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

Approach Retirement 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	$238K	Hold	7,500	–	–	0.17%	78
2026 Q1	$230K	Hold	7,500	–	–	0.19%	76
2025 Q4	$206K	Buy	+7,500	New	+$204K	0.18%	76

Other funds holding SCHD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Approach Retirement Advisors's SCHD Position: Q2 2026 in Review

Approach Retirement Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 7,500 shares worth $238K. The position accounts for 0.17% of the portfolio, ranked #78.

Approach Retirement Advisors first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 1,351 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Approach Retirement Advisors held 7,500 shares of Schwab US Dividend Equity ETF worth $238K as of Q2 2026.
Approach Retirement Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.17% of Approach Retirement Advisors's portfolio in Q2 2026, its #78 holding.
Approach Retirement Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
1,351 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.