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

FSA Investment Group’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 		– Sell
-6,858
Closed -$210K – 50
2026
Q1 		$210K Sell
6,858
-7,706
-53% -$234K 0.08% 44
2025
Q4 		$399K Sell
14,564
-10,469
-42% -$285K 0.24% 27
2025
Q3 		$689K Buy
25,033
+237
+1% +$6.47K 0.43% 17
2025
Q2 		$657K Buy
24,796
+363
+1% +$9.48K 0.49% 9
2025
Q1 		$683K Buy
24,433
+216
+0.9% +$6.02K 0.58% 13
2024
Q4 		$666K Buy
+24,217
New +$688K 0.58% 12

Other funds holding SCHD

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FSA Investment Group's SCHD Position: Q2 2026 in Review

FSA Investment Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 6,858 shares — an estimated $210K sold.

FSA Investment Group first reported a position in SCHD in Q4 2024 and held it in 6 quarters. The position peaked at $689K in Q3 2025. 935 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • FSA Investment Group reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
  • FSA Investment Group sold 6,858 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $210K.
  • FSA Investment Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 6 quarters.
  • FSA Investment Group's Schwab US Dividend Equity ETF position peaked at $689K in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on FSA Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.