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 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	$9.64M	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

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

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

BCS Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3% in Q2 2026, selling an estimated $211K and leaving 217,305 shares worth $6.89M. The position accounts for 1.24% of the portfolio, ranked #19.

BCS Wealth Management first reported a position in SCHD in Q4 2019 and has held it in 24 quarters since. The position peaked at $12.7M in Q4 2025. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

BCS Wealth Management held 217,305 shares of Schwab US Dividend Equity ETF worth $6.89M as of Q2 2026.
BCS Wealth Management sold 6,658 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $211K.
Schwab US Dividend Equity ETF made up 1.24% of BCS Wealth Management's portfolio in Q2 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 24 quarters since.
BCS Wealth Management's Schwab US Dividend Equity ETF position peaked at $12.7M in Q4 2025.
411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.