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

Rehmann Capital 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	$387K	Buy	12,219 +1,662	+16%	+$52.7K	0.02%	489
2026 Q1	$324K	Sell	10,557 -5,844	-36%	-$177K	0.02%	523
2025 Q4	$450K	Buy	16,401 +4,332	+36%	+$118K	0.02%	422
2025 Q3	$330K	Sell	12,069 -423	-3%	-$11.5K	0.02%	473
2025 Q2	$331K	Buy	12,492 +2,713	+28%	+$70.9K	0.02%	448
2025 Q1	$273K	Buy	9,779 +360	+4%	+$10K	0.02%	503
2024 Q4	$257K	Buy	9,419 +95	+1%	+$2.7K	0.02%	512
2024 Q3	$263K	Buy	9,324 +144	+2%	+$3.92K	0.02%	506
2024 Q2	$238K	Sell	9,180 -231	-2%	-$6.01K	0.02%	514
2024 Q1	$253K	Buy	9,411 +345	+4%	+$8.91K	0.02%	494
2023 Q4	$230K	Buy	+9,066	New	+$216K	0.02%	501
2022 Q3	–	Sell	-10,011	Closed	-$239K	–	544
2022 Q2	$239K	Buy	+10,011	New	+$255K	0.03%	428
2019 Q3	–	Sell	-2,754	Closed	-$48.8K	–	2033
2019 Q2	$48.8K	Buy	2,754 +1,026	+59%	+$18K	0.01%	842
2019 Q1	$30.2K	Buy	+1,728	New	+$29.1K	﹤0.01%	981
2018 Q4	–	Sell	-1,704	Closed	-$30.1K	–	2066
2018 Q3	$30.1K	Buy	1,704 +12	+0.7%	+$208	﹤0.01%	991
2018 Q2	$27.8K	Buy	+1,692	New	+$27.9K	﹤0.01%	993

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

Rehmann Capital Advisory Group's SCHD Position: Q2 2026 in Review

Rehmann Capital Advisory Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 16% in Q2 2026, buying an estimated $52.7K and bringing the position to 12,219 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #489.

Rehmann Capital Advisory Group first reported a position in SCHD in Q2 2018 and has held it in 16 quarters since. The position peaked at $450K in Q4 2025. 2,143 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Rehmann Capital Advisory Group held 12,219 shares of Schwab US Dividend Equity ETF worth $387K as of Q2 2026.
Rehmann Capital Advisory Group bought 1,662 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $52.7K.
Schwab US Dividend Equity ETF made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #489 holding.
Rehmann Capital Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q2 2018 and has held it in 16 quarters since.
Rehmann Capital Advisory Group's Schwab US Dividend Equity ETF position peaked at $450K in Q4 2025.
2,143 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.