Baltimore-Washington Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Baltimore-Washington Financial Advisors’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	$17.4M	Buy	549,648 +541,743	+6,853%	+$17.2M	0.65%	46
2026 Q1	$243K	Buy	+7,905	New	+$240K	0.01%	173
2025 Q3	–	Sell	-7,835	Closed	-$208K	–	185
2025 Q2	$208K	Buy	7,835 +12	+0.2%	+$313	0.01%	166
2025 Q1	$219K	Sell	7,823 -4,426	-36%	-$123K	0.01%	145
2024 Q4	$335K	Buy	12,249 +4,485	+58%	+$128K	0.02%	117
2024 Q3	$219K	Buy	7,764 +33	+0.4%	+$899	0.01%	140
2024 Q2	$200K	Hold	7,731	–	–	0.01%	137
2024 Q1	$208K	Buy	+7,731	New	+$200K	0.01%	119
2023 Q3	–	Sell	-9,804	Closed	-$237K	–	153
2023 Q2	$237K	Buy	9,804 +318	+3%	+$7.6K	0.02%	125
2023 Q1	$231K	Buy	9,486 +21	+0.2%	+$525	0.02%	134
2022 Q4	$238K	Sell	9,465 -9,000	-49%	-$222K	0.02%	128
2022 Q3	$879K	Buy	18,465 +9,045	+96%	+$220K	0.07%	99
2022 Q2	$224K	Buy	+9,420	New	+$240K	0.02%	120
2022 Q1	–	Sell	-10,077	Closed	-$271K	–	155
2021 Q4	$271K	Buy	+10,077	New	+$262K	0.02%	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

Baltimore-Washington Financial Advisors's SCHD Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 6,853% in Q2 2026, buying an estimated $17.2M and bringing the position to 549,648 shares worth $17.4M. The position accounts for 0.65% of the portfolio, ranked #46.

Baltimore-Washington Financial Advisors first reported a position in SCHD in Q4 2021 and has held it in 14 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Baltimore-Washington Financial Advisors held 549,648 shares of Schwab US Dividend Equity ETF worth $17.4M as of Q2 2026.
Baltimore-Washington Financial Advisors bought 541,743 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $17.2M.
Schwab US Dividend Equity ETF made up 0.65% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #46 holding.
Baltimore-Washington Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 14 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.