HighPoint Advisor Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

HighPoint Advisor 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	$3.53M	Buy	111,361 +16,425	+17%	+$521K	0.12%	148
2026 Q1	$2.91M	Buy	94,936 +19,584	+26%	+$594K	0.12%	156
2025 Q4	$2.07M	Buy	+75,352	New	+$2.05M	0.05%	305

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

HighPoint Advisor Group's SCHD Position: Q2 2026 in Review

HighPoint Advisor Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q2 2026, buying an estimated $521K and bringing the position to 111,361 shares worth $3.53M. The position accounts for 0.12% of the portfolio, ranked #148.

HighPoint Advisor Group first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

HighPoint Advisor Group held 111,361 shares of Schwab US Dividend Equity ETF worth $3.53M as of Q2 2026.
HighPoint Advisor Group bought 16,425 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $521K.
Schwab US Dividend Equity ETF made up 0.12% of HighPoint Advisor Group's portfolio in Q2 2026, its #148 holding.
HighPoint Advisor Group first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.