Bauman Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bauman Advisory 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	$265K	Sell	8,354 -135,091	-94%	-$4.29M	0.14%	70
2026 Q1	$4.4M	Buy	143,445 +75,603	+111%	+$2.29M	3.08%	10
2025 Q4	$1.86M	Buy	+67,842	New	+$1.84M	1.5%	14

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 22.9% 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

Bauman Advisory Group's SCHD Position: Q2 2026 in Review

Bauman Advisory Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 94% in Q2 2026, selling an estimated $4.29M and leaving 8,354 shares worth $265K. The position accounts for 0.14% of the portfolio, ranked #70.

Bauman Advisory Group first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.4M in Q1 2026. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Bauman Advisory Group held 8,354 shares of Schwab US Dividend Equity ETF worth $265K as of Q2 2026.
Bauman Advisory Group sold 135,091 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.29M.
Schwab US Dividend Equity ETF made up 0.14% of Bauman Advisory Group's portfolio in Q2 2026, its #70 holding.
Bauman Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
Bauman Advisory Group's Schwab US Dividend Equity ETF position peaked at $4.4M in Q1 2026.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Bauman Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.