Baldwin Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Baldwin Investment 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	$1.06M	Buy	33,305 +8,466	+34%	+$269K	0.1%	113
2026 Q1	$762K	Buy	24,839 +3,506	+16%	+$106K	0.09%	125
2025 Q4	$585K	Sell	21,333 -1,308	-6%	-$35.6K	0.07%	143
2025 Q3	$618K	Sell	22,641 -70	-0.3%	-$1.91K	0.07%	141
2025 Q2	$602K	Buy	22,711 +233	+1%	+$6.08K	0.07%	138
2025 Q1	$628K	Sell	22,478 -4,715	-17%	-$131K	0.08%	131
2024 Q4	$743K	Sell	27,193 -17,900	-40%	-$509K	0.1%	118
2024 Q3	$1.27M	Sell	45,093 -6,726	-13%	-$183K	0.16%	91
2024 Q2	$1.34M	Buy	51,819 +345	+0.7%	+$8.98K	0.18%	84
2024 Q1	$1.38M	Buy	51,474 +16,101	+46%	+$416K	0.19%	86
2023 Q4	$898K	Sell	35,373 -3,069	-8%	-$73.1K	0.14%	104
2023 Q3	$907K	Buy	38,442 +261	+0.7%	+$6.41K	0.15%	96
2023 Q2	$924K	Buy	38,181 +261	+0.7%	+$6.24K	0.15%	96
2023 Q1	$925K	Buy	37,920 +1,944	+5%	+$48.6K	0.16%	94
2022 Q4	$906K	Buy	35,976 +63	+0.2%	+$1.55K	0.16%	93
2022 Q3	$795	Sell	35,913 -16,812	-32%	-$408K	0.16%	98
2022 Q2	$1.26K	Sell	52,725 -1,860	-3%	-$47.3K	0.24%	76
2022 Q1	$1.44K	Buy	54,585 +1,287	+2%	+$33.7K	0.22%	78
2021 Q4	$1.44K	Buy	53,298 +18,165	+52%	+$472K	0.22%	83
2021 Q3	$869K	Buy	35,133 +9	+0%	+$229	0.15%	109
2021 Q2	$885K	Buy	35,124 +390	+1%	+$9.85K	0.15%	110
2021 Q1	$844K	Sell	34,734 -1,383	-4%	-$31.5K	0.15%	113
2020 Q4	$772K	Buy	36,117 +2,958	+9%	+$60K	0.15%	110
2020 Q3	$611K	Buy	33,159 +5,862	+21%	+$108K	0.14%	109
2020 Q2	$471K	Buy	27,297 +1,206	+5%	+$20.4K	0.15%	94
2020 Q1	$391K	Buy	26,091 +9	+0%	+$162	0.13%	96
2019 Q4	$504K	Buy	26,082 +2,232	+9%	+$41.8K	0.13%	109
2019 Q3	$436K	Hold	23,850	–	–	0.13%	120
2019 Q2	$422K	Hold	23,850	–	–	0.12%	118
2019 Q1	$416K	Hold	23,850	–	–	0.13%	115
2018 Q4	$373K	Hold	23,850	–	–	0.12%	110
2018 Q3	$421K	Hold	23,850	–	–	0.12%	115
2018 Q2	$392K	Buy	+23,850	New	+$393K	0.12%	119

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

Baldwin Investment Management's SCHD Position: Q2 2026 in Review

Baldwin Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 34% in Q2 2026, buying an estimated $269K and bringing the position to 33,305 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #113.

Baldwin Investment Management first reported a position in SCHD in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.38M in Q1 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Baldwin Investment Management held 33,305 shares of Schwab US Dividend Equity ETF worth $1.06M as of Q2 2026.
Baldwin Investment Management bought 8,466 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $269K.
Schwab US Dividend Equity ETF made up 0.1% of Baldwin Investment Management's portfolio in Q2 2026, its #113 holding.
Baldwin Investment Management first reported a position in Schwab US Dividend Equity ETF in Q2 2018 and has held it in 33 quarters since.
Baldwin Investment Management's Schwab US Dividend Equity ETF position peaked at $1.38M in Q1 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.