Diversify Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
SLI
RIM
WANY
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.