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

Fiduciary 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 		$203K Buy
+6,394
New +$203K 0.02% 297
2026
Q1 		– Sell
-9,716
Closed -$267K – 305
2025
Q4 		$267K Buy
+9,716
New +$264K 0.02% 264
2025
Q3 		– Sell
-7,630
Closed -$202K – 293
2025
Q2 		$202K Buy
+7,630
New +$199K 0.02% 278

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Fiduciary Group's SCHD Position: Q2 2026 in Review

Fiduciary Group opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 6,394 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #297 among its holdings. This is a return to the name: Fiduciary Group previously reported a position in SCHD as recently as Q4 2025.

Fiduciary Group first reported a position in SCHD in Q2 2025 and has held it in 3 quarters since. The position peaked at $267K in Q4 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Fiduciary Group held 6,394 shares of Schwab US Dividend Equity ETF worth $203K as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new Fiduciary Group position in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.02% of Fiduciary Group's portfolio in Q2 2026, its #297 holding.
  • Fiduciary Group first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • Fiduciary Group's Schwab US Dividend Equity ETF position peaked at $267K in Q4 2025.
  • 2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.