AssuredPartners Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

AssuredPartners Investment 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	$1.63M	Buy	51,530 +829	+2%	+$26.3K	0.16%	149
2026 Q1	$1.55M	Buy	50,701 +6,877	+16%	+$209K	0.17%	140
2025 Q4	$1.2M	Buy	43,824 +35,834	+448%	+$974K	0.18%	128
2025 Q3	$218K	Sell	7,990 -5,273	-40%	-$144K	0.05%	249
2025 Q2	$351K	Sell	13,263 -160,581	-92%	-$4.19M	0.09%	169
2025 Q1	$4.86M	Buy	173,844 +8,932	+5%	+$249K	0.94%	22
2024 Q4	$4.51M	Buy	+164,912	New	+$4.69M	0.88%	26

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

AssuredPartners Investment Advisors's SCHD Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.6% in Q2 2026, buying an estimated $26.3K and bringing the position to 51,530 shares worth $1.63M. The position accounts for 0.16% of the portfolio, ranked #149.

AssuredPartners Investment Advisors first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.86M in Q1 2025. 2,144 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

AssuredPartners Investment Advisors held 51,530 shares of Schwab US Dividend Equity ETF worth $1.63M as of Q2 2026.
AssuredPartners Investment Advisors bought 829 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $26.3K.
Schwab US Dividend Equity ETF made up 0.16% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #149 holding.
AssuredPartners Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's Schwab US Dividend Equity ETF position peaked at $4.86M in Q1 2025.
2,144 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.