Diversify Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.66M Buy
+199,365
New +$6.32M 0.11% 187
2026
Q1
Sell
-43,565
Closed -$1.26M 724
2025
Q4
$1.26M Buy
43,565
+16,211
+59% +$441K 0.04% 337
2025
Q3
$724K Sell
27,354
-6,255
-19% -$171K 0.02% 454
2025
Q2
$911K Sell
33,609
-45,664
-58% -$1.19M 0.03% 352
2025
Q1
$2.05M Buy
79,273
+32,451
+69% +$905K 0.13% 120
2024
Q4
$1.26M Sell
46,822
-83,042
-64% -$2.36M 0.07% 198
2024
Q3
$1.23M Buy
129,864
+95,094
+273% +$2.59M 0.07% 225
2024
Q2
$894K Buy
34,770
+9,444
+37% +$246K 0.05% 268
2024
Q1
$677K Buy
+25,326
New +$654K 0.04% 343

Other funds holding SCHD

Diversify Advisory Services's SCHD Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 199,365 shares worth $6.66M. The stake represents 0.11% of the portfolio and ranks #187 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SCHD as recently as Q4 2025.

Diversify Advisory Services first reported a position in SCHD in Q1 2024 and has held it in 9 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Diversify Advisory Services held 199,365 shares of Schwab US Dividend Equity ETF worth $6.66M as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new Diversify Advisory Services position in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.11% of Diversify Advisory Services's portfolio in Q2 2026, its #187 holding.
  • Diversify Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.