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

FSA 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	$274K	Buy	+8,648	New	+$274K	0.13%	210
2026 Q1	–	Sell	-11,757	Closed	-$322K	–	229
2025 Q4	$322K	Sell	11,757 -3,018	-20%	-$82.1K	0.22%	122
2025 Q3	$403K	Buy	+14,775	New	+$403K	0.32%	89
2025 Q2	–	Sell	-20,947	Closed	-$586K	–	195
2025 Q1	$586K	Buy	20,947 +13,240	+172%	+$369K	0.46%	71
2024 Q4	$485K	Sell	7,707 -15,609	-67%	-$444K	0.59%	63
2024 Q3	$653K	Sell	23,316 -564	-2%	-$15.4K	0.65%	50
2024 Q2	$621K	Sell	23,880 -1,101	-4%	-$28.7K	0.65%	48
2024 Q1	$671K	Sell	24,981 -474	-2%	-$12.2K	0.72%	43
2023 Q4	$646K	Buy	+25,455	New	+$607K	0.8%	36

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

FSA Advisors's SCHD Position: Q2 2026 in Review

FSA Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 8,648 shares worth $274K. The stake represents 0.13% of the portfolio and ranks #210 among its holdings. This is a return to the name: FSA Advisors previously reported a position in SCHD as recently as Q4 2025.

FSA Advisors first reported a position in SCHD in Q4 2023 and has held it in 9 quarters since. The position peaked at $671K in Q1 2024. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

FSA Advisors held 8,648 shares of Schwab US Dividend Equity ETF worth $274K as of Q2 2026.
Schwab US Dividend Equity ETF was a new FSA Advisors position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.13% of FSA Advisors's portfolio in Q2 2026, its #210 holding.
FSA Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 9 quarters since.
FSA Advisors's Schwab US Dividend Equity ETF position peaked at $671K in Q1 2024.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.