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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.9M Buy
59,988
+9,387
+19% +$298K 1.06% 18
2026
Q1
$1.55M Buy
+50,601
New +$1.53M 1.14% 18

Other funds holding SCHD

URS Advisory's SCHD Position: Q2 2026 in Review

URS Advisory increased its Schwab US Dividend Equity ETF (SCHD) stake by 19% in Q2 2026, buying an estimated $298K and bringing the position to 59,988 shares worth $1.9M. The position accounts for 1.06% of the portfolio, ranked #18.

URS Advisory first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • URS Advisory held 59,988 shares of Schwab US Dividend Equity ETF worth $1.9M as of Q2 2026.
  • URS Advisory bought 9,387 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $298K.
  • Schwab US Dividend Equity ETF made up 1.06% of URS Advisory's portfolio in Q2 2026, its #18 holding.
  • URS Advisory first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on URS Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.