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

Optivise Advisory Services’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	$494K	Buy	15,584 +6,436	+70%	+$204K	0.25%	106
2026 Q1	$281K	Buy	+9,148	New	+$278K	0.17%	138

Other funds holding SCHD

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Optivise Advisory Services's SCHD Position: Q2 2026 in Review

Optivise Advisory Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 70% in Q2 2026, buying an estimated $204K and bringing the position to 15,584 shares worth $494K. The position accounts for 0.25% of the portfolio, ranked #106.

Optivise Advisory Services first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 805 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Optivise Advisory Services held 15,584 shares of Schwab US Dividend Equity ETF worth $494K as of Q2 2026.
Optivise Advisory Services bought 6,436 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $204K.
Schwab US Dividend Equity ETF made up 0.25% of Optivise Advisory Services's portfolio in Q2 2026, its #106 holding.
Optivise Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
805 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.