Private Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Private Advisory 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	$1.4M	Buy	44,212 +239	+0.5%	+$7.58K	0.08%	152
2026 Q1	$1.35M	Sell	43,973 -4,148	-9%	-$126K	0.09%	140
2025 Q4	$1.32M	Sell	48,121 -3,517	-7%	-$95.6K	0.1%	109
2025 Q3	$1.41M	Sell	51,638 -2,942	-5%	-$80.3K	0.12%	105
2025 Q2	$1.45M	Sell	54,580 -6,151	-10%	-$161K	0.13%	100
2025 Q1	$1.7M	Sell	60,731 -2,801	-4%	-$78.1K	0.19%	88
2024 Q4	$1.74M	Sell	63,532 -5,615	-8%	-$160K	0.19%	85
2024 Q3	$1.95M	Sell	69,147 -3,489	-5%	-$95K	0.23%	86
2024 Q2	$1.88M	Sell	72,636 -31,065	-30%	-$809K	0.25%	83
2024 Q1	$2.79M	Sell	103,701 -33,888	-25%	-$875K	0.4%	71
2023 Q4	$3.49M	Sell	137,589 -9,177	-6%	-$219K	0.61%	47
2023 Q3	$3.46M	Buy	146,766 +78,846	+116%	+$1.93M	0.68%	39
2023 Q2	$1.64M	Sell	67,920 -6,249	-8%	-$149K	0.33%	79
2023 Q1	$1.81M	Sell	74,169 -10,701	-13%	-$268K	0.38%	64
2022 Q4	$2.14M	Sell	84,870 -8,583	-9%	-$212K	0.47%	57
2022 Q3	$2.07M	Buy	+93,453	New	+$2.27M	0.47%	58

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

Private Advisory Group's SCHD Position: Q2 2026 in Review

Private Advisory Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.54% in Q2 2026, buying an estimated $7.58K and bringing the position to 44,212 shares worth $1.4M. The position accounts for 0.08% of the portfolio, ranked #152.

Private Advisory Group first reported a position in SCHD in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.49M in Q4 2023. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Private Advisory Group held 44,212 shares of Schwab US Dividend Equity ETF worth $1.4M as of Q2 2026.
Private Advisory Group bought 239 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $7.58K.
Schwab US Dividend Equity ETF made up 0.08% of Private Advisory Group's portfolio in Q2 2026, its #152 holding.
Private Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 16 quarters since.
Private Advisory Group's Schwab US Dividend Equity ETF position peaked at $3.49M in Q4 2023.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.