Burnham & Co LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Burnham & Co LLC’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	$23.8K	Buy	+750	New	+$23.8K	0.02%	148

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Burnham & Co LLC's SCHD Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 750 shares worth $23.8K. The stake represents 0.02% of the portfolio and ranks #148 among its holdings.

1,945 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Burnham & Co LLC held 750 shares of Schwab US Dividend Equity ETF worth $23.8K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Burnham & Co LLC position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.02% of Burnham & Co LLC's portfolio in Q2 2026, its #148 holding.
1,945 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.