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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

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
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
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 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

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. 464 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.
  • 464 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.