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

Armstrong Advisory 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	$543K	Buy	17,111 +726	+4%	+$23K	0.03%	140
2026 Q1	$503K	Buy	16,385 +15	+0.1%	+$455	0.03%	139
2025 Q4	$449K	Buy	16,370 +718	+5%	+$19.5K	0.03%	148
2025 Q3	$427K	Buy	15,652 +16	+0.1%	+$437	0.03%	152
2025 Q2	$414K	Buy	15,636 +437	+3%	+$11.4K	0.03%	138
2025 Q1	$415K	Hold	15,199	–	–	0.03%	125
2024 Q4	$415K	Buy	15,199 +1,609	+12%	+$45.7K	0.03%	125
2024 Q3	$383K	Buy	13,590 +768	+6%	+$20.9K	0.03%	128
2024 Q2	$332K	Buy	12,822 +12	+0.1%	+$312	0.03%	132
2024 Q1	$325K	Hold	12,810	–	–	0.03%	131
2023 Q4	$325K	Buy	12,810 +18	+0.1%	+$429	0.03%	131
2023 Q3	$302K	Buy	12,792 +12	+0.1%	+$294	0.03%	126
2023 Q2	$309K	Buy	12,780 +15	+0.1%	+$358	0.03%	125
2023 Q1	$311K	Sell	12,765 -1,008	-7%	-$25.2K	0.04%	122
2022 Q4	$347K	Buy	+13,773	New	+$340K	0.05%	114

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

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

Armstrong Advisory Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.4% in Q2 2026, buying an estimated $23K and bringing the position to 17,111 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #140.

Armstrong Advisory 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.

Armstrong Advisory Group held 17,111 shares of Schwab US Dividend Equity ETF worth $543K as of Q2 2026.
Armstrong Advisory Group bought 726 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $23K.
Schwab US Dividend Equity ETF made up 0.03% of Armstrong Advisory Group's portfolio in Q2 2026, its #140 holding.
Armstrong Advisory 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 Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.