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

RIA 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	$3.16M	Buy	99,582 +11,727	+13%	+$372K	0.69%	30
2026 Q1	$2.7M	Buy	87,855 +2,541	+3%	+$77.1K	0.64%	27
2025 Q4	$2.34M	Buy	85,314 +412	+0.5%	+$11.2K	0.56%	29
2025 Q3	$2.32M	Sell	84,902 -2,370	-3%	-$64.7K	0.59%	33
2025 Q2	$2.31M	Buy	87,272 +3,476	+4%	+$90.8K	0.68%	30
2025 Q1	$2.34M	Sell	83,796 -6,504	-7%	-$181K	0.76%	25
2024 Q4	$2.47M	Sell	90,300 -6,348	-7%	-$180K	0.84%	22
2024 Q3	$2.72M	Buy	+96,648	New	+$2.63M	0.96%	16
2024 Q1	$2.23M	Buy	82,986 +66,231	+395%	+$1.71M	0.9%	21
2023 Q4	$311K	Sell	16,755 -38,847	-70%	-$926K	0.13%	84
2023 Q3	$1.31M	Sell	55,602 -1,731	-3%	-$42.5K	0.59%	21
2023 Q2	$1.39M	Sell	57,333 -1,260	-2%	-$30.1K	0.6%	22
2023 Q1	$1.43M	Buy	58,593 +12,261	+26%	+$307K	0.66%	24
2022 Q4	$149K	Buy	+46,332	New	+$1.14M	0.09%	89

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

RIA Advisory Group's SCHD Position: Q2 2026 in Review

RIA Advisory Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q2 2026, buying an estimated $372K and bringing the position to 99,582 shares worth $3.16M. The position accounts for 0.69% of the portfolio, ranked #30.

RIA Advisory Group first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

RIA Advisory Group held 99,582 shares of Schwab US Dividend Equity ETF worth $3.16M as of Q2 2026.
RIA Advisory Group bought 11,727 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $372K.
Schwab US Dividend Equity ETF made up 0.69% of RIA Advisory Group's portfolio in Q2 2026, its #30 holding.
RIA Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.