Fortitude Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
SLI
RIM
WANY
Fortitude Advisory Group's SCHD Position: Q2 2026 in Review
Fortitude Advisory Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 43% in Q2 2026, buying an estimated $194K and bringing the position to 20,479 shares worth $649K. The position accounts for 0.25% of the portfolio, ranked #86.
Fortitude Advisory Group first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.
- Fortitude Advisory Group held 20,479 shares of Schwab US Dividend Equity ETF worth $649K as of Q2 2026.
- Fortitude Advisory Group bought 6,130 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $194K.
- Schwab US Dividend Equity ETF made up 0.25% of Fortitude Advisory Group's portfolio in Q2 2026, its #86 holding.
- Fortitude Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
- 2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.
Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.