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

Beaird Harris 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	$16.2K	Sell	512 -6	-1%	-$190	﹤0.01%	354
2026 Q1	$15.9K	Buy	518 +79	+18%	+$2.4K	﹤0.01%	331
2025 Q4	$12K	Buy	439 +241	+122%	+$6.55K	﹤0.01%	380
2025 Q3	$5.41K	Sell	198 -14,998	-99%	-$409K	﹤0.01%	419
2025 Q2	$403K	Buy	15,196 +15,002	+7,733%	+$392K	0.03%	101
2025 Q1	$5.43K	Buy	194 +1	+0.5%	+$28	﹤0.01%	379
2024 Q4	$5.26K	Buy	193 +1	+0.5%	+$28	﹤0.01%	375
2024 Q3	$5.39K	Sell	192 -11,514	-98%	-$314K	﹤0.01%	372
2024 Q2	$303K	Hold	11,706	–	–	0.03%	99
2024 Q1	$315K	Buy	11,706 +3	+0%	+$78	0.03%	90
2023 Q4	$297K	Buy	11,703 +168	+1%	+$4K	0.03%	88
2023 Q3	$272K	Buy	11,535 +11,352	+6,203%	+$279K	0.03%	82
2023 Q2	$4.42K	Hold	183	–	–	﹤0.01%	327
2023 Q1	$4.49K	Buy	183 +3	+2%	+$75	﹤0.01%	328
2022 Q4	$4.52K	Sell	180 -1,608	-90%	-$39.7K	﹤0.01%	438
2022 Q3	$40K	Hold	1,788	–	–	0.01%	178
2022 Q2	$43K	Buy	1,788 +3	+0.2%	+$76	0.01%	145
2022 Q1	$47K	Hold	1,785	–	–	0.02%	195
2021 Q4	$48K	Buy	+1,785	New	+$46.4K	0.02%	241

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

Beaird Harris Wealth Management's SCHD Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q2 2026, selling an estimated $190 and leaving 512 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Beaird Harris Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $403K in Q2 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Beaird Harris Wealth Management held 512 shares of Schwab US Dividend Equity ETF worth $16.2K as of Q2 2026.
Beaird Harris Wealth Management sold 6 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $190.
Schwab US Dividend Equity ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #354 holding.
Beaird Harris Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's Schwab US Dividend Equity ETF position peaked at $403K in Q2 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.