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

BCGM Wealth Management’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	$1.75M	Sell	55,332 -4,725	-8%	-$150K	0.37%	66
2026 Q1	$1.84M	Sell	60,057 -1,195	-2%	-$36.3K	0.46%	60
2025 Q4	$1.68M	Sell	61,252 -7,513	-11%	-$204K	0.43%	59
2025 Q3	$1.88M	Buy	68,765 +4,331	+7%	+$118K	0.49%	58
2025 Q2	$1.71M	Sell	64,434 -19,007	-23%	-$496K	0.48%	57
2025 Q1	$2.33M	Sell	83,441 -8,558	-9%	-$239K	0.72%	46
2024 Q4	$2.51M	Sell	91,999 -800	-0.9%	-$22.7K	0.8%	38
2024 Q3	$2.61M	Sell	92,799 -5,937	-6%	-$162K	0.85%	35
2024 Q2	$2.56M	Sell	98,736 -11,217	-10%	-$292K	0.89%	35
2024 Q1	$2.96M	Sell	109,953 -334,809	-75%	-$8.65M	1.06%	29
2023 Q4	$11.3M	Sell	444,762 -103,893	-19%	-$2.48M	4.6%	3
2023 Q3	$12.9M	Sell	548,655 -7,707	-1%	-$189K	5.95%	2
2023 Q2	$13.5M	Buy	556,362 +60,291	+12%	+$1.44M	5.93%	2
2023 Q1	$12.1M	Sell	496,071 -30,429	-6%	-$761K	6.1%	2
2022 Q4	$13.3M	Buy	526,500 +6,696	+1%	+$165K	6.45%	2
2022 Q3	$12.6M	Buy	519,804 +11,049	+2%	+$268K	6.29%	2
2022 Q2	$12.6M	Buy	508,755 +67,908	+15%	+$1.73M	6.4%	2
2022 Q1	$11.1M	Buy	440,847 +214,929	+95%	+$5.63M	6.04%	2
2021 Q4	$6.09M	Buy	225,918 +13,443	+6%	+$349K	3.27%	7
2021 Q3	$5.49M	Buy	212,475 +4,950	+2%	+$126K	3.06%	10
2021 Q2	$5.26M	Buy	207,525 +18,414	+10%	+$465K	3.12%	8
2021 Q1	$4.69M	Buy	+189,111	New	+$4.3M	3.21%	10

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

BCGM Wealth Management's SCHD Position: Q2 2026 in Review

BCGM Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.9% in Q2 2026, selling an estimated $150K and leaving 55,332 shares worth $1.75M. The position accounts for 0.37% of the portfolio, ranked #66.

BCGM Wealth Management first reported a position in SCHD in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.5M in Q2 2023. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

BCGM Wealth Management held 55,332 shares of Schwab US Dividend Equity ETF worth $1.75M as of Q2 2026.
BCGM Wealth Management sold 4,725 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $150K.
Schwab US Dividend Equity ETF made up 0.37% of BCGM Wealth Management's portfolio in Q2 2026, its #66 holding.
BCGM Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 22 quarters since.
BCGM Wealth Management's Schwab US Dividend Equity ETF position peaked at $13.5M in Q2 2023.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.