Baker Tilly Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Baker Tilly Wealth Management’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	$959K	Sell	30,229 -281	-0.9%	-$8.91K	0.2%	95
2026 Q1	$936K	Sell	30,510 -8,871	-23%	-$269K	0.23%	88
2025 Q4	$1.08M	Sell	39,381 -37	-0.1%	-$1.01K	0.27%	72
2025 Q3	$1.08M	Buy	39,418 +347	+0.9%	+$9.47K	0.24%	74
2025 Q2	$1.04M	Buy	39,071 +157	+0.4%	+$4.1K	0.37%	56
2025 Q1	$1.09M	Sell	38,914 -938	-2%	-$26.1K	0.43%	55
2024 Q4	$1.09M	Sell	39,852 -5,307	-12%	-$151K	0.43%	47
2024 Q3	$1.27M	Buy	45,159 +1,029	+2%	+$28K	0.56%	33
2024 Q2	$1.14M	Sell	44,130 -5,736	-12%	-$149K	0.47%	44
2024 Q1	$1.34M	Buy	49,866 +8,322	+20%	+$215K	0.24%	94
2023 Q4	$1.05M	Sell	41,544 -6,429	-13%	-$153K	0.17%	131
2023 Q3	$1.13M	Sell	47,973 -2,034	-4%	-$49.9K	0.19%	117
2023 Q2	$1.21M	Buy	50,007 +5,511	+12%	+$132K	0.13%	176
2023 Q1	$1.09M	Buy	44,496 +16,614	+60%	+$415K	0.12%	186
2022 Q4	$702K	Sell	27,882 -2,322	-8%	-$57.3K	0.09%	254
2022 Q3	$669K	Sell	30,204 -20,943	-41%	-$509K	0.09%	236
2022 Q2	$1.22M	Hold	51,147	–	–	0.16%	139
2022 Q1	$1.34M	Buy	51,147 +834	+2%	+$21.8K	0.15%	140
2021 Q4	$1.36M	Buy	50,313 +32,721	+186%	+$850K	0.15%	148
2021 Q3	$435K	Buy	17,592 +4,422	+34%	+$112K	0.06%	353
2021 Q2	$332K	Buy	+13,170	New	+$333K	0.05%	376

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

Baker Tilly Wealth Management's SCHD Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.92% in Q2 2026, selling an estimated $8.91K and leaving 30,229 shares worth $959K. The position accounts for 0.2% of the portfolio, ranked #95.

Baker Tilly Wealth Management first reported a position in SCHD in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.36M in Q4 2021. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Baker Tilly Wealth Management held 30,229 shares of Schwab US Dividend Equity ETF worth $959K as of Q2 2026.
Baker Tilly Wealth Management sold 281 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $8.91K.
Schwab US Dividend Equity ETF made up 0.2% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #95 holding.
Baker Tilly Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 21 quarters since.
Baker Tilly Wealth Management's Schwab US Dividend Equity ETF position peaked at $1.36M in Q4 2021.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.