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

Fortis Group 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	$269K	Sell	8,474 -807	-9%	-$25.6K	0.04%	232
2026 Q1	$296K	Buy	9,281 +808	+10%	+$24.5K	0.05%	232
2025 Q4	$253K	Buy	+8,473	New	+$230K	0.04%	253
2025 Q2	–	Sell	-37,014	Closed	-$1.03M	–	551
2025 Q1	$1.03M	Buy	+37,014	New	+$1.03M	0.2%	104

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

Fortis Group Advisors's SCHD Position: Q2 2026 in Review

Fortis Group Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.7% in Q2 2026, selling an estimated $25.6K and leaving 8,474 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #232.

Fortis Group Advisors first reported a position in SCHD in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Fortis Group Advisors held 8,474 shares of Schwab US Dividend Equity ETF worth $269K as of Q2 2026.
Fortis Group Advisors sold 807 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $25.6K.
Schwab US Dividend Equity ETF made up 0.04% of Fortis Group Advisors's portfolio in Q2 2026, its #232 holding.
Fortis Group Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 4 quarters since.
Fortis Group Advisors's Schwab US Dividend Equity ETF position peaked at $1.03M in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.