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 Q3	$987K	Buy	30,330 +101	+0.3%	+$3.4K	0.19%	95
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

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Baker Tilly Wealth Management's SCHD Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.33% in Q3 2026, buying an estimated $3.4K and bringing the position to 30,330 shares worth $987K. The position accounts for 0.19% of the portfolio, ranked #95.

Baker Tilly Wealth Management first reported a position in SCHD in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.36M in Q4 2021. 95 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Baker Tilly Wealth Management held 30,330 shares of Schwab US Dividend Equity ETF worth $987K as of Q3 2026.
Baker Tilly Wealth Management bought 101 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $3.4K.
Schwab US Dividend Equity ETF made up 0.19% of Baker Tilly Wealth Management's portfolio in Q3 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 22 quarters since.
Baker Tilly Wealth Management's Schwab US Dividend Equity ETF position peaked at $1.36M in Q4 2021.
95 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.