BFS
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Bare Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bare Financial Services’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 		$4.9M Buy
154,602
+54,282
+54% +$1.72M 1.12% 18
2026
Q1 		$3.08M Buy
100,320
+56,900
+131% +$1.73M 0.81% 24
2025
Q4 		$1.19M Buy
+43,420
New +$1.18M 0.33% 28

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Bare Financial Services's SCHD Position: Q2 2026 in Review

Bare Financial Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 54% in Q2 2026, buying an estimated $1.72M and bringing the position to 154,602 shares worth $4.9M. The position accounts for 1.12% of the portfolio, ranked #18.

Bare Financial Services first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Bare Financial Services held 154,602 shares of Schwab US Dividend Equity ETF worth $4.9M as of Q2 2026.
  • Bare Financial Services bought 54,282 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.72M.
  • Schwab US Dividend Equity ETF made up 1.12% of Bare Financial Services's portfolio in Q2 2026, its #18 holding.
  • Bare Financial Services first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.