Strategic Wealth Investment Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Strategic Wealth Investment 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	$6.71M	Buy	+211,700	New	+$6.72M	0.81%	46
2025 Q3	–	Sell	-85	Closed	-$2.25K	–	183
2025 Q2	$2.25K	Buy	+85	New	+$2.22K	﹤0.01%	120
2022 Q3	–	Sell	-33,834	Closed	-$808K	–	124
2022 Q2	$808K	Buy	+33,834	New	+$861K	0.2%	80

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

Strategic Wealth Investment Group's SCHD Position: Q2 2026 in Review

Strategic Wealth Investment Group opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 211,700 shares worth $6.71M. The stake represents 0.81% of the portfolio and ranks #46 among its holdings. This is a return to the name: Strategic Wealth Investment Group previously reported a position in SCHD as recently as Q2 2025.

Strategic Wealth Investment Group first reported a position in SCHD in Q2 2022 and has held it in 3 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Strategic Wealth Investment Group held 211,700 shares of Schwab US Dividend Equity ETF worth $6.71M as of Q2 2026.
Schwab US Dividend Equity ETF was a new Strategic Wealth Investment Group position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.81% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #46 holding.
Strategic Wealth Investment Group first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 3 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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