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

Windsor 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	$20.7K	Buy	652 +85	+15%	+$2.7K	0.02%	89
2026 Q1	$17.4K	Hold	567	–	–	0.01%	78
2025 Q4	$15.6K	Hold	567	–	–	0.01%	75
2025 Q3	$15.5K	Hold	567	–	–	0.01%	76
2025 Q2	$15K	Hold	567	–	–	0.02%	51
2025 Q1	$15.9K	Hold	567	–	–	0.02%	52
2024 Q4	$15.5K	Sell	567 -4,185	-88%	-$119K	0.02%	76
2024 Q3	$134K	Buy	4,752 +4,185	+738%	+$114K	0.15%	61
2024 Q2	$14.7K	Hold	567	–	–	0.03%	48
2024 Q1	$15.2K	Hold	567	–	–	0.04%	44
2023 Q4	$14.4K	Hold	567	–	–	0.04%	52
2023 Q3	$13.4K	Hold	567	–	–	0.03%	56
2023 Q2	$13.7K	Hold	567	–	–	0.03%	52
2023 Q1	$13.8K	Hold	567	–	–	0.03%	62
2022 Q4	$14.3K	Buy	+567	New	+$14K	0.04%	64

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

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

Windsor Advisory Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 15% in Q2 2026, buying an estimated $2.7K and bringing the position to 652 shares worth $20.7K. The position accounts for 0.02% of the portfolio, ranked #89.

Windsor Advisory Group first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $134K in Q3 2024. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Windsor Advisory Group held 652 shares of Schwab US Dividend Equity ETF worth $20.7K as of Q2 2026.
Windsor Advisory Group bought 85 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.7K.
Schwab US Dividend Equity ETF made up 0.02% of Windsor Advisory Group's portfolio in Q2 2026, its #89 holding.
Windsor Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
Windsor Advisory Group's Schwab US Dividend Equity ETF position peaked at $134K in Q3 2024.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.