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Retirement Income Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Retirement Income Solutions’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 		$245K Hold
7,992
– – 0.04% 149
2026
Q1 		$245K Buy
+7,992
New +$242K 0.04% 150

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RIM
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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 Income Solutions's SCHD Position: Q2 2026 in Review

Retirement Income Solutions held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 7,992 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #149.

Retirement Income Solutions first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Retirement Income Solutions held 7,992 shares of Schwab US Dividend Equity ETF worth $245K as of Q2 2026.
  • Retirement Income Solutions left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.04% of Retirement Income Solutions's portfolio in Q2 2026, its #149 holding.
  • Retirement Income Solutions first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.