BDFS Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

BDFS Capital’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	$284K	Buy	8,962 +1	+0%	+$32	0.12%	100
2026 Q1	$275K	Sell	8,961 -298	-3%	-$9.04K	0.13%	112
2025 Q4	$254K	Buy	+9,259	New	+$252K	0.13%	113

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

BDFS Capital's SCHD Position: Q2 2026 in Review

BDFS Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.01% in Q2 2026, buying an estimated $32 and bringing the position to 8,962 shares worth $284K. The position accounts for 0.12% of the portfolio, ranked #100.

BDFS Capital first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 2,123 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

BDFS Capital held 8,962 shares of Schwab US Dividend Equity ETF worth $284K as of Q2 2026.
BDFS Capital bought 1 Schwab US Dividend Equity ETF share in Q2 2026, an estimated $32.
Schwab US Dividend Equity ETF made up 0.12% of BDFS Capital's portfolio in Q2 2026, its #100 holding.
BDFS Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
2,123 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on BDFS Capital's 13F filing for Q2 2026, filed 15 Jul 2026.