FSAG
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Financial Solutions Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financial Solutions Advisory 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 		$3.24M Sell
100,525
-4,764
-5% -$151K 0.41% 39
2026
Q1 		$3.23M Buy
+105,289
New +$3.19M 0.45% 37

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Financial Solutions Advisory Group's SCHD Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.5% in Q2 2026, selling an estimated $151K and leaving 100,525 shares worth $3.24M. The position accounts for 0.41% of the portfolio, ranked #39.

Financial Solutions Advisory Group first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Financial Solutions Advisory Group held 100,525 shares of Schwab US Dividend Equity ETF worth $3.24M as of Q2 2026.
  • Financial Solutions Advisory Group sold 4,764 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $151K.
  • Schwab US Dividend Equity ETF made up 0.41% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #39 holding.
  • Financial Solutions Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 663 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.