Barnes Wealth Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Barnes Wealth Management Group’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	$1.73M	Sell	54,626 -1,531	-3%	-$48.6K	0.8%	31
2026 Q1	$1.72M	Sell	56,157 -26,396	-32%	-$801K	0.87%	30
2025 Q4	$2.26M	Sell	82,553 -2,346	-3%	-$63.8K	1.21%	22
2025 Q3	$2.32M	Buy	84,899 +1,233	+1%	+$33.6K	1.28%	23
2025 Q2	$2.22M	Sell	83,666 -537	-0.6%	-$14K	1.31%	22
2025 Q1	$2.35M	Buy	84,203 +13,411	+19%	+$374K	1.51%	17
2024 Q4	$1.93M	Buy	+70,792	New	+$2.01M	1.3%	22

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Barnes Wealth Management Group's SCHD Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.7% in Q2 2026, selling an estimated $48.6K and leaving 54,626 shares worth $1.73M. The position accounts for 0.8% of the portfolio, ranked #31.

Barnes Wealth Management Group first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.35M in Q1 2025. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Barnes Wealth Management Group held 54,626 shares of Schwab US Dividend Equity ETF worth $1.73M as of Q2 2026.
Barnes Wealth Management Group sold 1,531 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $48.6K.
Schwab US Dividend Equity ETF made up 0.8% of Barnes Wealth Management Group's portfolio in Q2 2026, its #31 holding.
Barnes Wealth Management Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Barnes Wealth Management Group's Schwab US Dividend Equity ETF position peaked at $2.35M in Q1 2025.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.