Level Four Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Level Four Advisory Services's SCHD Position: Q2 2026 in Review

Level Four Advisory Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 37% in Q2 2026, buying an estimated $3.11M and bringing the position to 366,061 shares worth $11.6M. The position accounts for 0.33% of the portfolio, ranked #62.

Level Four Advisory Services first reported a position in SCHD in Q1 2021 and has held it in 21 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

• Level Four Advisory Services held 366,061 shares of Schwab US Dividend Equity ETF worth $11.6M as of Q2 2026.
• Level Four Advisory Services bought 98,179 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.11M.
• Schwab US Dividend Equity ETF made up 0.33% of Level Four Advisory Services's portfolio in Q2 2026, its #62 holding.
• Level Four Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 21 quarters since.
• 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.