Resonant Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Resonant Capital 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	$564K	Buy	17,788 +2,219	+14%	+$70.4K	0.03%	268
2026 Q1	$478K	Buy	15,569 +1,041	+7%	+$31.6K	0.03%	277
2025 Q4	$399K	Buy	14,528 +562	+4%	+$15.3K	0.02%	291
2025 Q3	$381K	Buy	13,966 +1	+0%	+$27	0.02%	288
2025 Q2	$370K	Hold	13,965	–	–	0.02%	288
2025 Q1	$390K	Buy	13,965 +3,431	+33%	+$95.6K	0.03%	245
2024 Q4	$288K	Buy	10,534 +2,536	+32%	+$72.1K	0.02%	282
2024 Q3	$225K	Sell	7,998 -2,145	-21%	-$58.4K	0.02%	325
2024 Q2	$266K	Buy	10,143 +195	+2%	+$5.08K	0.02%	295
2024 Q1	$267K	Buy	9,948 +405	+4%	+$10.5K	0.02%	282
2023 Q4	$242K	Hold	9,543	–	–	0.02%	261
2023 Q3	$225K	Buy	9,543 +900	+10%	+$22.1K	0.02%	248
2023 Q2	$209K	Hold	8,643	–	–	0.02%	257
2023 Q1	$211K	Sell	8,643 -300	-3%	-$7.5K	0.02%	243
2022 Q4	$225K	Buy	+8,943	New	+$221K	0.03%	240
2022 Q3	–	Sell	-8,946	Closed	-$214K	–	242
2022 Q2	$214K	Sell	8,946 -291	-3%	-$7.4K	0.03%	219
2022 Q1	$244K	Sell	9,237 -354	-4%	-$9.27K	0.04%	196
2021 Q4	$258K	Sell	9,591 -1,122	-10%	-$29.1K	0.04%	187
2021 Q3	$265K	Buy	10,713 +3	+0%	+$76	0.05%	169
2021 Q2	$270K	Buy	10,710 +195	+2%	+$4.92K	0.05%	158
2021 Q1	$256K	Buy	+10,515	New	+$239K	0.05%	160
2020 Q3	–	Sell	-65,166	Closed	-$1.12M	–	176
2020 Q2	$1.12M	Buy	65,166 +5,241	+9%	+$88.5K	0.33%	65
2020 Q1	$898K	Buy	59,925 +795	+1%	+$14.3K	0.33%	88
2019 Q4	$1.14M	Buy	+59,130	New	+$1.11M	0.36%	89

Other funds holding SCHD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Resonant Capital Advisors's SCHD Position: Q2 2026 in Review

Resonant Capital Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q2 2026, buying an estimated $70.4K and bringing the position to 17,788 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #268.

Resonant Capital Advisors first reported a position in SCHD in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.14M in Q4 2019. 1,133 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Resonant Capital Advisors held 17,788 shares of Schwab US Dividend Equity ETF worth $564K as of Q2 2026.
Resonant Capital Advisors bought 2,219 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $70.4K.
Schwab US Dividend Equity ETF made up 0.03% of Resonant Capital Advisors's portfolio in Q2 2026, its #268 holding.
Resonant Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 24 quarters since.
Resonant Capital Advisors's Schwab US Dividend Equity ETF position peaked at $1.14M in Q4 2019.
1,133 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.