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

VisionPoint 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	$1.14M	Buy	35,973 +10,252	+40%	+$325K	0.19%	126
2026 Q1	$789K	Buy	25,721 +256	+1%	+$7.77K	0.15%	156
2025 Q4	$698K	Sell	25,465 -2,310	-8%	-$62.8K	0.14%	168
2025 Q3	$758K	Sell	27,775 -1,169	-4%	-$31.9K	0.15%	154
2025 Q2	$767K	Buy	28,944 +860	+3%	+$22.5K	0.17%	138
2025 Q1	$785K	Buy	+28,084	New	+$783K	0.27%	84
2024 Q3	–	Sell	-204	Closed	-$5.29K	–	670
2024 Q2	$5.29K	Buy	204 +3	+1%	+$78	﹤0.01%	550
2024 Q1	$5.4K	Hold	201	–	–	﹤0.01%	525
2023 Q4	$5.1K	Hold	201	–	–	﹤0.01%	489
2023 Q3	$4.74K	Hold	201	–	–	﹤0.01%	502
2023 Q2	$4.87K	Buy	+201	New	+$4.8K	﹤0.01%	453

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

VisionPoint Advisory Group's SCHD Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 40% in Q2 2026, buying an estimated $325K and bringing the position to 35,973 shares worth $1.14M. The position accounts for 0.19% of the portfolio, ranked #126.

VisionPoint Advisory Group first reported a position in SCHD in Q2 2023 and has held it in 11 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

VisionPoint Advisory Group held 35,973 shares of Schwab US Dividend Equity ETF worth $1.14M as of Q2 2026.
VisionPoint Advisory Group bought 10,252 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $325K.
Schwab US Dividend Equity ETF made up 0.19% of VisionPoint Advisory Group's portfolio in Q2 2026, its #126 holding.
VisionPoint Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q2 2023 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 VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.