Badgley Phelps Wealth Managers’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
SLI
RIM
WANY
Badgley Phelps Wealth Managers's SCHD Position: Q2 2026 in Review
Badgley Phelps Wealth Managers reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.8% in Q2 2026, selling an estimated $44K and leaving 34,781 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #196.
Badgley Phelps Wealth Managers first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.11M in Q1 2026. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.
- Badgley Phelps Wealth Managers held 34,781 shares of Schwab US Dividend Equity ETF worth $1.1M as of Q2 2026.
- Badgley Phelps Wealth Managers sold 1,387 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $44K.
- Schwab US Dividend Equity ETF made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #196 holding.
- Badgley Phelps Wealth Managers first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
- Badgley Phelps Wealth Managers's Schwab US Dividend Equity ETF position peaked at $1.11M in Q1 2026.
- 2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.
Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.