RG
SCHD icon

RHL Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

RHL 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 		$4.38K Buy
+137
New +$4.35K ﹤0.01% 216
2026
Q1 		– Sell
-213
Closed -$5.84K – 266
2025
Q4 		$5.84K Buy
+213
New +$5.79K ﹤0.01% 141

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

RHL Group's SCHD Position: Q2 2026 in Review

RHL Group opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 137 shares worth $4.38K. The stake represents ﹤0.01% of the portfolio and ranks #216 among its holdings. This is a return to the name: RHL Group previously reported a position in SCHD as recently as Q4 2025.

RHL Group first reported a position in SCHD in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.84K in Q4 2025. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • RHL Group held 137 shares of Schwab US Dividend Equity ETF worth $4.38K as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new RHL Group position in Q2 2026.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of RHL Group's portfolio in Q2 2026, its #216 holding.
  • RHL Group first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • RHL Group's Schwab US Dividend Equity ETF position peaked at $5.84K in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on RHL Group's 13F filing for Q2 2026, filed 4 Aug 2026.