RPS Advisory Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

RPS Advisory 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	$303K	Buy	+9,556	New	+$303K	0.2%	76
2026 Q1	–	Sell	-22,320	Closed	-$612K	–	139
2025 Q4	$612K	Sell	22,320 -13,212	-37%	-$359K	0.29%	62
2025 Q3	$970K	Buy	35,532 +3,322	+10%	+$90.6K	0.48%	37
2025 Q2	$854K	Buy	32,210 +13,355	+71%	+$349K	0.47%	36
2025 Q1	$527K	Buy	+18,855	New	+$526K	0.37%	40

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

RPS Advisory Solutions's SCHD Position: Q2 2026 in Review

RPS Advisory Solutions opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 9,556 shares worth $303K. The stake represents 0.2% of the portfolio and ranks #76 among its holdings. This is a return to the name: RPS Advisory Solutions previously reported a position in SCHD as recently as Q4 2025.

RPS Advisory Solutions first reported a position in SCHD in Q1 2025 and has held it in 5 quarters since. The position peaked at $970K in Q3 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

RPS Advisory Solutions held 9,556 shares of Schwab US Dividend Equity ETF worth $303K as of Q2 2026.
Schwab US Dividend Equity ETF was a new RPS Advisory Solutions position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.2% of RPS Advisory Solutions's portfolio in Q2 2026, its #76 holding.
RPS Advisory Solutions first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 5 quarters since.
RPS Advisory Solutions's Schwab US Dividend Equity ETF position peaked at $970K in Q3 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on RPS Advisory Solutions's 13F filing for Q2 2026, filed 11 Aug 2026.