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

Prostatis 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 		– Sell
-15,298
Closed -$469K – 198
2026
Q1 		$469K Buy
+15,298
New +$464K 0.12% 108
2023
Q3 		– Sell
-197,337
Closed -$75.2K – 207
2023
Q2 		$75.2K Buy
+197,337
New +$4.71M 0.04% 149

Other funds holding SCHD

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Prostatis Group's SCHD Position: Q2 2026 in Review

Prostatis Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 15,298 shares — an estimated $469K sold.

Prostatis Group first reported a position in SCHD in Q2 2023 and held it in 2 quarters. The position peaked at $469K in Q1 2026. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Prostatis Group reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Prostatis Group sold 15,298 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $469K.
  • Prostatis Group first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and held it in 2 quarters.
  • Prostatis Group's Schwab US Dividend Equity ETF position peaked at $469K in Q1 2026.
  • 2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Prostatis Group's 13F filing for Q2 2026, filed 14 Aug 2026.