Baron Silver Stevens Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Baron Silver Stevens 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	$7.02M	Buy	221,245 +4,580	+2%	+$145K	0.89%	25
2026 Q1	$6.65M	Buy	216,665 +9,907	+5%	+$301K	0.96%	24
2025 Q4	$5.67M	Buy	206,758 +7,020	+4%	+$191K	0.82%	26
2025 Q3	$5.45M	Buy	199,738 +14,990	+8%	+$409K	0.8%	26
2025 Q2	$4.9M	Sell	184,748 -9,491	-5%	-$248K	0.78%	27
2025 Q1	$5.43M	Buy	194,239 +8,846	+5%	+$247K	0.95%	24
2024 Q4	$5.06M	Buy	185,393 +5,906	+3%	+$168K	0.86%	25
2024 Q3	$5.06M	Buy	179,487 +23,328	+15%	+$636K	0.88%	25
2024 Q2	$4.05M	Buy	156,159 +35,616	+30%	+$927K	0.77%	26
2024 Q1	$3.24M	Buy	120,543 +19,638	+19%	+$507K	0.63%	28
2023 Q4	$2.56M	Buy	100,905 +25,590	+34%	+$610K	0.54%	29
2023 Q3	$1.78M	Buy	75,315 +11,925	+19%	+$293K	0.4%	32
2023 Q2	$1.53M	Buy	63,390 +35,601	+128%	+$851K	0.34%	35
2023 Q1	$678K	Buy	+27,789	New	+$695K	0.18%	48
2021 Q1	–	Sell	-3,057	Closed	-$65K	–	381
2020 Q4	$65K	Buy	+3,057	New	+$62K	0.02%	122

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

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

Baron Silver Stevens Financial Advisors's SCHD Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.1% in Q2 2026, buying an estimated $145K and bringing the position to 221,245 shares worth $7.02M. The position accounts for 0.89% of the portfolio, ranked #25.

Baron Silver Stevens Financial Advisors first reported a position in SCHD in Q4 2020 and has held it in 15 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Baron Silver Stevens Financial Advisors held 221,245 shares of Schwab US Dividend Equity ETF worth $7.02M as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 4,580 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $145K.
Schwab US Dividend Equity ETF made up 0.89% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #25 holding.
Baron Silver Stevens Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 15 quarters since.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.