N.E.W. Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

N.E.W. Advisory Services's SCHD Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q2 2026, buying an estimated $94.3K and bringing the position to 20,505 shares worth $650K. The position accounts for 0.04% of the portfolio, ranked #129.

N.E.W. Advisory Services first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. 1,667 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

• N.E.W. Advisory Services held 20,505 shares of Schwab US Dividend Equity ETF worth $650K as of Q2 2026.
• N.E.W. Advisory Services bought 2,974 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $94.3K.
• Schwab US Dividend Equity ETF made up 0.04% of N.E.W. Advisory Services's portfolio in Q2 2026, its #129 holding.
• N.E.W. Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
• 1,667 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.