High Net Worth Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

High Net Worth Advisory 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	$7.54M	Buy	237,654 +3,842	+2%	+$122K	1.6%	12
2026 Q1	$7.17M	Sell	233,812 -4,050	-2%	-$123K	1.67%	10
2025 Q4	$6.52M	Buy	237,862 +19	+0%	+$517	1.5%	13
2025 Q3	$6.49M	Buy	237,843 +3,383	+1%	+$92.3K	1.56%	13
2025 Q2	$6.21M	Sell	234,460 -62	-0%	-$1.62K	1.64%	12
2025 Q1	$6.56M	Sell	234,522 -148	-0.1%	-$4.13K	1.85%	9
2024 Q4	$6.41M	Buy	234,670 +8,644	+4%	+$246K	1.79%	9
2024 Q3	$6.37M	Buy	226,026 +11,253	+5%	+$307K	1.75%	10
2024 Q2	$5.57M	Buy	214,773 +11,880	+6%	+$309K	1.69%	12
2024 Q1	$5.45M	Buy	202,893 +20,223	+11%	+$522K	1.72%	12
2023 Q4	$4.64M	Sell	182,670 -2,382	-1%	-$56.8K	1.72%	12
2023 Q3	$4.37M	Buy	185,052 +2,559	+1%	+$62.8K	1.75%	12
2023 Q2	$4.42M	Buy	182,493 +3,021	+2%	+$72.2K	1.71%	12
2023 Q1	$4.38M	Sell	179,472 -36	-0%	-$900	1.78%	11
2022 Q4	$4.52M	Buy	179,508 +135	+0.1%	+$3.33K	1.76%	11
2022 Q3	$3.97M	Sell	179,373 -237	-0.1%	-$5.76K	1.7%	9
2022 Q2	$4.29M	Buy	179,610 +3,489	+2%	+$88.8K	1.78%	10
2022 Q1	$4.63M	Buy	176,121 +2,010	+1%	+$52.6K	1.68%	12
2021 Q4	$4.69M	Buy	+174,111	New	+$4.52M	1.64%	12

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

High Net Worth Advisory Group's SCHD Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.6% in Q2 2026, buying an estimated $122K and bringing the position to 237,654 shares worth $7.54M. The position accounts for 1.6% of the portfolio, ranked #12.

High Net Worth Advisory Group first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

High Net Worth Advisory Group held 237,654 shares of Schwab US Dividend Equity ETF worth $7.54M as of Q2 2026.
High Net Worth Advisory Group bought 3,842 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $122K.
Schwab US Dividend Equity ETF made up 1.6% of High Net Worth Advisory Group's portfolio in Q2 2026, its #12 holding.
High Net Worth Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.