Barry Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Barry Investment 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	$10.3M	Buy	326,312 +75,082	+30%	+$2.38M	2.16%	15
2026 Q1	$7.71M	Buy	251,230 +30,427	+14%	+$923K	1.7%	17
2025 Q4	$6.06M	Sell	220,803 -4,920	-2%	-$134K	1.35%	19
2025 Q3	$6.16M	Buy	225,723 +18,282	+9%	+$499K	1.42%	18
2025 Q2	$5.5M	Buy	207,441 +9,154	+5%	+$239K	1.37%	19
2025 Q1	$5.54M	Buy	198,287 +33,490	+20%	+$934K	1.47%	19
2024 Q4	$4.5M	Buy	164,797 +21,925	+15%	+$623K	1.45%	22
2024 Q3	$4.03M	Buy	142,872 +36,777	+35%	+$1M	1.23%	27
2024 Q2	$2.78M	Buy	106,095 +24,948	+31%	+$649K	0.94%	29
2024 Q1	$2.18M	Buy	81,147 +44,196	+120%	+$1.14M	0.73%	30
2023 Q4	$938K	Buy	+36,951	New	+$881K	0.32%	47

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

Barry Investment Advisors's SCHD Position: Q2 2026 in Review

Barry Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 30% in Q2 2026, buying an estimated $2.38M and bringing the position to 326,312 shares worth $10.3M. The position accounts for 2.16% of the portfolio, ranked #15.

Barry Investment Advisors first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Barry Investment Advisors held 326,312 shares of Schwab US Dividend Equity ETF worth $10.3M as of Q2 2026.
Barry Investment Advisors bought 75,082 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.38M.
Schwab US Dividend Equity ETF made up 2.16% of Barry Investment Advisors's portfolio in Q2 2026, its #15 holding.
Barry Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.