Bar Harbor Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bar Harbor 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	$227K	Buy	+7,161	New	+$227K	0.01%	246
2025 Q1	–	Sell	-8,500	Closed	-$232K	–	261
2024 Q4	$232K	Sell	8,500 -2,000	-19%	-$56.9K	0.02%	236
2024 Q3	$296K	Sell	10,500 -1,500	-13%	-$40.9K	0.02%	224
2024 Q2	$311K	Hold	12,000	–	–	0.02%	214
2024 Q1	$323K	Sell	12,000 -6,000	-33%	-$155K	0.02%	212
2023 Q4	$457K	Sell	18,000 -3,000	-14%	-$71.5K	0.03%	184
2023 Q3	$495K	Hold	21,000	–	–	0.04%	182
2023 Q2	$508K	Hold	21,000	–	–	0.04%	183
2023 Q1	$512K	Sell	21,000 -3,000	-13%	-$75K	0.04%	178
2022 Q4	$604K	Hold	24,000	–	–	0.05%	175
2022 Q3	$531K	Hold	24,000	–	–	0.05%	181
2022 Q2	$573K	Buy	+24,000	New	+$611K	0.05%	178

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Bar Harbor Wealth Management's SCHD Position: Q2 2026 in Review

Bar Harbor Wealth Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 7,161 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #246 among its holdings. This is a return to the name: Bar Harbor Wealth Management previously reported a position in SCHD as recently as Q4 2024.

Bar Harbor Wealth Management first reported a position in SCHD in Q2 2022 and has held it in 12 quarters since. The position peaked at $604K in Q4 2022. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Bar Harbor Wealth Management held 7,161 shares of Schwab US Dividend Equity ETF worth $227K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Bar Harbor Wealth Management position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #246 holding.
Bar Harbor Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 12 quarters since.
Bar Harbor Wealth Management's Schwab US Dividend Equity ETF position peaked at $604K in Q4 2022.
411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.