BCM Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
BCM Advisors's SCHD Position: Q1 2026 in Review
BCM Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 777% in Q1 2026, buying an estimated $2.45M and bringing the position to 91,020 shares worth $2.87M. The position accounts for 0.57% of the portfolio, ranked #31.
BCM Advisors first reported a position in SCHD in Q3 2025 and has held it in 3 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- BCM Advisors held 91,020 shares of Schwab US Dividend Equity ETF worth $2.87M as of Q1 2026.
- BCM Advisors bought 80,647 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $2.45M.
- Schwab US Dividend Equity ETF made up 0.57% of BCM Advisors's portfolio in Q1 2026, its #31 holding.
- BCM Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 3 quarters since.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on BCM Advisors's 13F filing for Q1 2026, filed 5 May 2026.