Highland Investment Advisors LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Highland Investment Advisors LLC’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	$80.1K	Buy	+2,525	New	+$80.1K	0.03%	138

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Highland Investment Advisors LLC's SCHD Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 2,525 shares worth $80.1K. The stake represents 0.03% of the portfolio and ranks #138 among its holdings.

1,902 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Highland Investment Advisors LLC held 2,525 shares of Schwab US Dividend Equity ETF worth $80.1K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Highland Investment Advisors LLC position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.03% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #138 holding.
1,902 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.