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

Safeguard Investment 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	$7.83M	Buy	246,850 +45,447	+23%	+$1.44M	1.81%	9
2026 Q1	$6.18M	Buy	201,403 +99,679	+98%	+$3.02M	1.71%	9
2025 Q4	$2.79M	Sell	101,724 -3,210	-3%	-$87.3K	0.71%	20
2025 Q3	$2.86M	Sell	104,934 -17,353	-14%	-$473K	0.71%	17
2025 Q2	$3.24M	Sell	122,287 -4,143	-3%	-$108K	0.81%	17
2025 Q1	$3.54M	Buy	126,430 +42,500	+51%	+$1.18M	0.96%	16
2024 Q4	$2.29M	Buy	83,930 +74,699	+809%	+$2.12M	0.63%	18
2024 Q3	$260K	Buy	9,231 +153	+2%	+$4.17K	0.07%	89
2024 Q2	$235K	Hold	9,078	–	–	0.07%	92
2024 Q1	$244K	Buy	+9,078	New	+$235K	0.08%	85
2021 Q1	–	Sell	-4,017	Closed	-$85K	–	586
2020 Q4	$85K	Buy	+4,017	New	+$81.5K	0.08%	135

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

Safeguard Investment Advisory Group's SCHD Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 23% in Q2 2026, buying an estimated $1.44M and bringing the position to 246,850 shares worth $7.83M. The position accounts for 1.81% of the portfolio, ranked #9.

Safeguard Investment Advisory Group first reported a position in SCHD in Q4 2020 and has held it in 11 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Safeguard Investment Advisory Group held 246,850 shares of Schwab US Dividend Equity ETF worth $7.83M as of Q2 2026.
Safeguard Investment Advisory Group bought 45,447 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.44M.
Schwab US Dividend Equity ETF made up 1.81% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #9 holding.
Safeguard Investment Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 11 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.