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Regal Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Regal Investment Advisors’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 		$28.7M Sell
906,142
-2,677
-0.3% -$84.9K 1.49% 6
2026
Q1 		$27.9M Sell
908,819
-57,340
-6% -$1.74M 1.61% 5
2025
Q4 		$26.5M Sell
966,159
-37,686
-4% -$1.02M 1.58% 5
2025
Q3 		$27.4M Buy
1,003,845
+7,300
+0.7% +$199K 1.78% 5
2025
Q2 		$26.4M Buy
996,545
+32,644
+3% +$853K 1.98% 4
2025
Q1 		$27M Buy
963,901
+180,074
+23% +$5.02M 2.18% 4
2024
Q4 		$21.4M Buy
783,827
+69,818
+10% +$1.98M 1.61% 8
2024
Q3 		$20.1M Buy
714,009
+6,891
+1% +$188K 1.41% 10
2024
Q2 		$18.3M Buy
707,118
+13,998
+2% +$364K 1.2% 13
2024
Q1 		$18.6M Sell
693,120
-351
-0.1% -$9.07K 1.27% 11
2023
Q4 		$17.6M Sell
693,471
-81,834
-11% -$1.95M 1.33% 9
2023
Q3 		$18.3M Sell
775,305
-49,551
-6% -$1.22M 1.54% 7
2023
Q2 		$20M Buy
824,856
+281,277
+52% +$6.72M 1.67% 7
2023
Q1 		$13.3M Buy
543,579
+56,094
+12% +$1.4M 1.17% 13
2022
Q4 		$12.3M Buy
487,485
+31,431
+7% +$776K 1.19% 16
2022
Q3 		$10.1M Buy
456,054
+12,771
+3% +$310K 1.07% 19
2022
Q2 		$10.6M Buy
443,283
+3,141
+0.7% +$79.9K 1.1% 18
2022
Q1 		$11.6M Sell
440,142
-3,867
-0.9% -$101K 1.06% 17
2021
Q4 		$12M Buy
444,009
+16,560
+4% +$430K 1.06% 18
2021
Q3 		$10.6M Buy
427,449
+38,910
+10% +$989K 1.03% 19
2021
Q2 		$9.79M Buy
388,539
+19,923
+5% +$503K 0.98% 18
2021
Q1 		$8.96M Sell
368,616
-19,344
-5% -$440K 9.08% 3
2020
Q4 		$8.29M Buy
387,960
+465
+0.1% +$9.43K 0.94% 24
2020
Q3 		$7.14M Sell
387,495
-5,061
-1% -$93.1K 8.44% 4
2020
Q2 		$6.77M Buy
392,556
+9,351
+2% +$158K 1.24% 17
2020
Q1 		$5.75M Buy
383,205
+21,489
+6% +$386K 8.44% 4
2019
Q4 		$6.98M Sell
361,716
-1,950
-0.5% -$36.5K 1.26% 17
2019
Q3 		$6.64M Sell
363,666
-2,655
-0.7% -$47.5K 1.3% 16
2019
Q2 		$6.48M Buy
366,321
+7,962
+2% +$140K 1.26% 17
2019
Q1 		$6.25M Buy
358,359
+4,794
+1% +$80.6K 1.27% 17
2018
Q4 		$5.54M Buy
353,565
+1,506
+0.4% +$25.1K 1.21% 17
2018
Q3 		$6.22M Buy
352,059
+117,588
+50% +$2.03M 1.31% 16
2018
Q2 		$3.85M Sell
234,471
-81,534
-26% -$1.34M 1.17% 17
2018
Q1 		$5.17M Buy
316,005
+3,168
+1% +$54K 1.14% 21
2017
Q4 		$5.34M Sell
312,837
-14,583
-4% -$240K 1.19% 21
2017
Q3 		$5.11M Sell
327,420
-2,604
-0.8% -$39.8K 1.19% 19
2017
Q2 		$4.96M Buy
330,024
+13,734
+4% +$206K 1.23% 15
2017
Q1 		$4.7M Buy
316,290
+11,829
+4% +$174K 1.23% 16
2016
Q4 		$4.42M Buy
304,461
+11,538
+4% +$164K 1.22% 11
2016
Q3 		$4.13M Buy
292,923
+2,118
+0.7% +$29.9K 1.17% 14
2016
Q2 		$4.02M Buy
290,805
+23,328
+9% +$314K 1.1% 17
2016
Q1 		$3.57M Buy
267,477
+10,218
+4% +$130K 0.97% 28
2015
Q4 		$3.31M Buy
257,259
+69,852
+37% +$900K 0.86% 40
2015
Q3 		$2.25M Buy
187,407
+54,798
+41% +$684K 0.58% 69
2015
Q2 		$1.69M Buy
132,609
+26,418
+25% +$350K 0.46% 77
2015
Q1 		$1.4M Buy
106,191
+16,620
+19% +$221K 0.34% 88
2014
Q4 		$1.19M Buy
89,571
+40,398
+82% +$529K 0.32% 94
2014
Q3 		$632K Buy
+49,173
New +$632K 0.19% 126
2013
Q3 		– Sell
-16,983
Closed -$185K – 925
2013
Q2 		$185K Buy
+16,983
New +$186K 0.1% 155

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
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 22.96% 1-Year Est. Return
UBS Group
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

Regal Investment Advisors's SCHD Position: Q2 2026 in Review

Regal Investment Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.29% in Q2 2026, selling an estimated $84.9K and leaving 906,142 shares worth $28.7M. The position accounts for 1.49% of the portfolio, ranked #6.

Regal Investment Advisors first reported a position in SCHD in Q2 2013 and has held it in 49 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Regal Investment Advisors held 906,142 shares of Schwab US Dividend Equity ETF worth $28.7M as of Q2 2026.
  • Regal Investment Advisors sold 2,677 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $84.9K.
  • Schwab US Dividend Equity ETF made up 1.49% of Regal Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • Regal Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2013 and has held it in 49 quarters since.
  • 2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.