RM Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

RM Financial Services’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	$418K	Hold	13,190	–	–	0.31%	57
2026 Q1	$405K	Hold	13,190	–	–	0.35%	54
2025 Q4	$362K	Buy	+13,190	New	+$359K	0.32%	57

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

RM Financial Services's SCHD Position: Q2 2026 in Review

RM Financial Services held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 13,190 shares worth $418K. The position accounts for 0.31% of the portfolio, ranked #57.

RM Financial Services first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

RM Financial Services held 13,190 shares of Schwab US Dividend Equity ETF worth $418K as of Q2 2026.
RM Financial Services left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.31% of RM Financial Services's portfolio in Q2 2026, its #57 holding.
RM Financial Services first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on RM Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.