ARS Wealth Advisors Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

ARS Wealth Advisors 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	$475K	Buy	14,981 +3,842	+34%	+$122K	0.04%	142
2026 Q1	$342K	Buy	+11,139	New	+$338K	0.03%	149

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

ARS Wealth Advisors Group's SCHD Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 34% in Q2 2026, buying an estimated $122K and bringing the position to 14,981 shares worth $475K. The position accounts for 0.04% of the portfolio, ranked #142.

ARS Wealth Advisors Group first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

ARS Wealth Advisors Group held 14,981 shares of Schwab US Dividend Equity ETF worth $475K as of Q2 2026.
ARS Wealth Advisors Group bought 3,842 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $122K.
Schwab US Dividend Equity ETF made up 0.04% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #142 holding.
ARS Wealth Advisors Group first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.