Focus Partners Advisor Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Focus Partners Advisor Solutions’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	$38.7M	Sell	1,221,445 -13,100	-1%	-$416K	0.33%	45
2026 Q1	$37.9M	Sell	1,234,545 -73,338	-6%	-$2.22M	0.38%	39
2025 Q4	$35.9M	Sell	1,307,883 -21,578	-2%	-$587K	0.44%	32
2025 Q3	$36.2M	Buy	1,329,461 +48,719	+4%	+$1.33M	0.41%	40
2025 Q2	$33.9M	Sell	1,280,742 -177,603	-12%	-$4.64M	0.45%	34
2025 Q1	$40.8M	Sell	1,458,345 -2,099	-0.1%	-$58.5K	0.62%	27
2024 Q4	$39.9M	Buy	1,460,444 +1,069,622	+274%	+$30.4M	0.67%	28
2024 Q3	$11M	Buy	390,822 +17,649	+5%	+$481K	0.23%	55
2024 Q2	$9.67M	Buy	373,173 +16,305	+5%	+$424K	0.25%	52
2024 Q1	$9.59M	Buy	356,868 +207,312	+139%	+$5.36M	0.28%	48
2023 Q4	$3.8M	Buy	149,556 +19,590	+15%	+$467K	0.18%	60
2023 Q3	$3.07M	Buy	129,966 +11,268	+9%	+$277K	0.15%	76
2023 Q2	$2.87M	Buy	118,698 +63,012	+113%	+$1.51M	0.16%	65
2023 Q1	$1.36M	Buy	55,686 +14,700	+36%	+$368K	0.09%	100
2022 Q4	$1.03M	Buy	40,986 +19,944	+95%	+$492K	0.08%	126
2022 Q3	$466K	Buy	21,042 +4,857	+30%	+$118K	0.03%	234
2022 Q2	$387K	Buy	16,185 +4,452	+38%	+$113K	0.03%	220
2022 Q1	$308K	Buy	+11,733	New	+$307K	0.03%	236

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

Focus Partners Advisor Solutions's SCHD Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.1% in Q2 2026, selling an estimated $416K and leaving 1,221,445 shares worth $38.7M. The position accounts for 0.33% of the portfolio, ranked #45.

Focus Partners Advisor Solutions first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. The position peaked at $40.8M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Focus Partners Advisor Solutions held 1,221,445 shares of Schwab US Dividend Equity ETF worth $38.7M as of Q2 2026.
Focus Partners Advisor Solutions sold 13,100 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $416K.
Schwab US Dividend Equity ETF made up 0.33% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #45 holding.
Focus Partners Advisor Solutions first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
Focus Partners Advisor Solutions's Schwab US Dividend Equity ETF position peaked at $40.8M in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.