Flagship Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Flagship Wealth 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	$3.93M	Sell	123,884 -217,122	-64%	-$6.89M	0.88%	30
2026 Q1	$9.04M	Buy	341,006 +196,194	+135%	+$5.95M	3.88%	5
2025 Q4	$3.97M	Sell	144,812 -70,763	-33%	-$1.92M	1.16%	28
2025 Q3	$5.89M	Sell	215,575 -167,343	-44%	-$4.57M	1.94%	15
2025 Q2	$10.1M	Sell	382,918 -5,825	-1%	-$152K	3.83%	5
2025 Q1	$10.9M	Buy	388,743 +167,159	+75%	+$4.66M	4.58%	5
2024 Q4	$6.05M	Buy	+221,584	New	+$6.3M	3.56%	6

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

Flagship Wealth Advisors's SCHD Position: Q2 2026 in Review

Flagship Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 64% in Q2 2026, selling an estimated $6.89M and leaving 123,884 shares worth $3.93M. The position accounts for 0.88% of the portfolio, ranked #30.

Flagship Wealth Advisors first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.9M in Q1 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Flagship Wealth Advisors held 123,884 shares of Schwab US Dividend Equity ETF worth $3.93M as of Q2 2026.
Flagship Wealth Advisors sold 217,122 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $6.89M.
Schwab US Dividend Equity ETF made up 0.88% of Flagship Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Flagship Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Flagship Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $10.9M in Q1 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.