Baird Financial Group
SCHD icon

Baird Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Baird Financial 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 		$66M Buy
2,080,899
+61,547
+3% +$1.95M 0.09% 150
2026
Q1 		$62M Sell
2,019,352
-96,005
-5% -$2.91M 0.1% 151
2025
Q4 		$58M Sell
2,115,357
-1,729,941
-45% -$47M 0.09% 162
2025
Q3 		$105M Sell
3,845,298
-785,654
-17% -$21.4M 0.17% 96
2025
Q2 		$123M Buy
4,630,952
+242,479
+6% +$6.33M 0.22% 79
2025
Q1 		$123M Sell
4,388,473
-5,709
-0.1% -$159K 0.24% 80
2024
Q4 		$120M Sell
4,394,182
-188,297
-4% -$5.35M 0.23% 82
2024
Q3 		$129M Buy
4,582,479
+720,705
+19% +$19.6M 0.25% 81
2024
Q2 		$100M Buy
3,861,774
+326,673
+9% +$8.5M 0.21% 101
2024
Q1 		$95M Buy
3,535,101
+48,783
+1% +$1.26M 0.2% 113
2023
Q4 		$88.5M Buy
3,486,318
+702,069
+25% +$16.7M 0.2% 117
2023
Q3 		$65.7M Buy
2,784,249
+846,441
+44% +$20.8M 0.18% 130
2023
Q2 		$46.9M Buy
1,937,808
+53,394
+3% +$1.28M 0.12% 187
2023
Q1 		$46M Buy
1,884,414
+170,865
+10% +$4.27M 0.11% 195
2022
Q4 		$43.1M Buy
1,713,549
+576,453
+51% +$14.2M 0.11% 198
2022
Q3 		$25.2M Buy
1,137,096
+125,421
+12% +$3.05M 0.07% 250
2022
Q2 		$24.2M Buy
1,011,675
+144,642
+17% +$3.68M 0.07% 272
2022
Q1 		$22.8M Buy
867,033
+86,010
+11% +$2.25M 0.06% 293
2021
Q4 		$21M Sell
781,023
-4,533
-0.6% -$118K 0.05% 310
2021
Q3 		$19.4M Buy
785,556
+69,438
+10% +$1.76M 0.05% 311
2021
Q2 		$18.1M Buy
716,118
+25,026
+4% +$632K 0.05% 315
2021
Q1 		$16.8M Buy
691,092
+411,900
+148% +$9.37M 0.05% 325
2020
Q4 		$5.97M Buy
279,192
+102
+0% +$2.07K 0.02% 496
2020
Q3 		$5.14M Sell
279,090
-11,235
-4% -$207K 0.02% 487
2020
Q2 		$5.01M Buy
290,325
+3,015
+1% +$50.9K 0.02% 481
2020
Q1 		$4.31M Sell
287,310
-17,796
-6% -$319K 0.02% 478
2019
Q4 		$5.89M Buy
305,106
+40,830
+15% +$765K 0.02% 493
2019
Q3 		$4.83M Buy
264,276
+8,013
+3% +$143K 0.02% 506
2019
Q2 		$4.53M Buy
256,263
+120,741
+89% +$2.12M 0.02% 537
2019
Q1 		$2.36M Buy
135,522
+2,073
+2% +$34.9K 0.01% 615
2018
Q4 		$2.09M Buy
133,449
+1,371
+1% +$22.8K 0.01% 614
2018
Q3 		$2.34M Buy
132,078
+4,290
+3% +$74.2K 0.01% 621
2018
Q2 		$2.1M Sell
127,788
-14,514
-10% -$239K 0.01% 635
2018
Q1 		$2.33M Buy
142,302
+130,371
+1,093% +$2.22M 0.02% 601
2017
Q4 		$204K Buy
+11,931
New +$196K ﹤0.01% 1213

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Baird Financial Group's SCHD Position: Q2 2026 in Review

Baird Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 3% in Q2 2026, buying an estimated $1.95M and bringing the position to 2,080,899 shares worth $66M. The position accounts for 0.09% of the portfolio, ranked #150.

Baird Financial Group first reported a position in SCHD in Q4 2017 and has held it in 35 quarters since. The position peaked at $129M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Baird Financial Group held 2,080,899 shares of Schwab US Dividend Equity ETF worth $66M as of Q2 2026.
  • Baird Financial Group bought 61,547 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.95M.
  • Schwab US Dividend Equity ETF made up 0.09% of Baird Financial Group's portfolio in Q2 2026, its #150 holding.
  • Baird Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 35 quarters since.
  • Baird Financial Group's Schwab US Dividend Equity ETF position peaked at $129M in Q3 2024.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.