RGF
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Retirement Guys Formula’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Retirement Guys Formula’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 		$1.3M Buy
40,888
+241
+0.6% +$7.65K 0.49% 85
2026
Q1 		$1.25M Sell
40,647
-703
-2% -$21.3K 0.57% 77
2025
Q4 		$1.13M Buy
41,350
+113
+0.3% +$3.07K 0.52% 77
2025
Q3 		$1.13M Sell
41,237
-5,689
-12% -$155K 0.4% 81
2025
Q2 		$1.24M Buy
46,926
+171
+0.4% +$4.47K 0.47% 74
2025
Q1 		$1.31M Buy
46,755
+233
+0.5% +$6.5K 0.65% 63
2024
Q4 		$1.27M Buy
46,522
+133
+0.3% +$3.78K 0.64% 50
2024
Q3 		$1.31M Sell
46,389
-180
-0.4% -$4.9K 0.61% 57
2024
Q2 		$1.21M Sell
46,569
-24
-0.1% -$625 0.58% 63
2024
Q1 		$1.25M Buy
46,593
+423
+0.9% +$10.9K 0.61% 54
2023
Q4 		$1.17M Sell
46,170
-1,251
-3% -$29.8K 0.63% 38
2023
Q3 		$1.12M Sell
47,421
-378
-0.8% -$9.28K 0.78% 29
2023
Q2 		$1.16M Buy
47,799
+384
+0.8% +$9.18K 0.67% 37
2023
Q1 		$1.16M Sell
47,415
-369
-0.8% -$9.22K 0.83% 32
2022
Q4 		$1.2M Sell
47,784
-519
-1% -$12.8K 0.99% 25
2022
Q3 		$1.07M Sell
48,303
-843
-2% -$20.5K 1.13% 16
2022
Q2 		$1.17M Sell
49,146
-6,843
-12% -$174K 1.2% 17
2022
Q1 		$1.47M Sell
55,989
-81,663
-59% -$2.14M 0.99% 18
2021
Q4 		$3.71M Buy
+137,652
New +$3.58M 2.94% 10

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

Retirement Guys Formula's SCHD Position: Q2 2026 in Review

Retirement Guys Formula increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.59% in Q2 2026, buying an estimated $7.65K and bringing the position to 40,888 shares worth $1.3M. The position accounts for 0.49% of the portfolio, ranked #85.

Retirement Guys Formula first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.71M in Q4 2021. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Retirement Guys Formula held 40,888 shares of Schwab US Dividend Equity ETF worth $1.3M as of Q2 2026.
  • Retirement Guys Formula bought 241 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $7.65K.
  • Schwab US Dividend Equity ETF made up 0.49% of Retirement Guys Formula's portfolio in Q2 2026, its #85 holding.
  • Retirement Guys Formula first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Retirement Guys Formula's Schwab US Dividend Equity ETF position peaked at $3.71M in Q4 2021.
  • 2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.