United Advisor Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

United Advisor 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 Q1	$3.71M	Buy	120,868 +802	+0.7%	+$24.3K	0.46%	54
2025 Q4	$3.29M	Buy	120,066 +50,135	+72%	+$1.36M	0.41%	60
2025 Q3	$1.91M	Buy	69,931 +4,499	+7%	+$123K	0.26%	98
2025 Q2	$1.73M	Buy	65,432 +7,950	+14%	+$208K	0.3%	89
2025 Q1	$1.61M	Sell	57,482 -466	-0.8%	-$13K	0.33%	79
2024 Q4	$1.58M	Buy	57,948 +6,441	+13%	+$183K	0.31%	77
2024 Q3	$1.45M	Buy	51,507 +12,576	+32%	+$343K	0.33%	75
2024 Q2	$1.01M	Buy	+38,931	New	+$1.01M	0.31%	80

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

United Advisor Group's SCHD Position: Q1 2026 in Review

United Advisor Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.67% in Q1 2026, buying an estimated $24.3K and bringing the position to 120,868 shares worth $3.71M. The position accounts for 0.46% of the portfolio, ranked #54.

United Advisor Group first reported a position in SCHD in Q2 2024 and has held it in 8 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

United Advisor Group held 120,868 shares of Schwab US Dividend Equity ETF worth $3.71M as of Q1 2026.
United Advisor Group bought 802 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $24.3K.
Schwab US Dividend Equity ETF made up 0.46% of United Advisor Group's portfolio in Q1 2026, its #54 holding.
United Advisor Group first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 8 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.