BCS Wealth Management
SCHD icon

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

BCS 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
Q3 		$6.82M Sell
209,584
-7,721
-4% -$260K 1.21% 19
2026
Q2 		$6.89M Sell
217,305
-6,658
-3% -$211K 1.24% 19
2026
Q1 		$6.87M Sell
223,963
-238,824
-52% -$7.24M 1.4% 16
2025
Q4 		$12.7M Buy
462,787
+175,410
+61% +$4.77M 1.28% 16
2025
Q3 		$7.85M Sell
287,377
-22,385
-7% -$611K 1.77% 11
2025
Q2 		$8.21M Buy
309,762
+32,576
+12% +$851K 1.77% 12
2025
Q1 		$7.75M Sell
277,186
-8,108
-3% -$226K 1.99% 10
2024
Q4 		$7.79M Buy
+285,294
New +$8.11M 1.94% 11
2024
Q2 		– Sell
-297,483
Closed -$8M – 206
2024
Q1 		$8M Sell
297,483
-6,939
-2% -$179K 2.57% 6
2023
Q4 		$7.72M Buy
304,422
+6,723
+2% +$160K 2.84% 6
2023
Q3 		$7.02M Buy
+297,699
New +$7.31M 2.92% 6
2023
Q2 		– Sell
-322,569
Closed -$7.87M – 152
2023
Q1 		$7.87M Sell
322,569
-104,982
-25% -$2.62M 3.55% 7
2022
Q4 		$10.8M Sell
427,551
-7,803
-2% -$193K 4.51% 3
2022
Q3 		$9.6M Sell
435,354
-3,663
-0.8% -$89K 4.54% 3
2022
Q2 		$10.5M Sell
439,017
-4,617
-1% -$117K 4.66% 4
2022
Q1 		$11.7M Sell
443,634
-23,361
-5% -$612K 4.83% 3
2021
Q4 		$12.6M Buy
466,995
+6,846
+1% +$178K 4.52% 4
2021
Q3 		$11.4M Buy
460,149
+22,869
+5% +$581K 4.83% 3
2021
Q2 		$11M Buy
437,280
+798
+0.2% +$20.1K 5.86% 3
2021
Q1 		$10.6M Buy
436,482
+2,682
+0.6% +$61K 5.03% 4
2020
Q4 		$9.28M Buy
433,800
+1,224
+0.3% +$24.8K 4.82% 4
2020
Q3 		$7.97M Buy
432,576
+12,780
+3% +$235K 4.51% 6
2020
Q2 		$7.24M Buy
419,796
+12,951
+3% +$219K 4.34% 6
2020
Q1 		$6.1M Buy
406,845
+76,644
+23% +$1.38M 4.27% 6
2019
Q4 		$6.38M Buy
+330,201
New +$6.19M 4.25% 6

Other funds holding SCHD

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

BCS Wealth Management's SCHD Position: Q3 2026 in Review

BCS Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.6% in Q3 2026, selling an estimated $260K and leaving 209,584 shares worth $6.82M. The position accounts for 1.21% of the portfolio, ranked #19.

BCS Wealth Management first reported a position in SCHD in Q4 2019 and has held it in 25 quarters since. The position peaked at $12.7M in Q4 2025. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • BCS Wealth Management held 209,584 shares of Schwab US Dividend Equity ETF worth $6.82M as of Q3 2026.
  • BCS Wealth Management sold 7,721 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $260K.
  • Schwab US Dividend Equity ETF made up 1.21% of BCS Wealth Management's portfolio in Q3 2026, its #19 holding.
  • BCS Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 25 quarters since.
  • BCS Wealth Management's Schwab US Dividend Equity ETF position peaked at $12.7M in Q4 2025.
  • 2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.