Beam Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Beam Wealth Advisors’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	$4.08M	Buy	128,813 +15,939	+14%	+$506K	0.9%	25
2026 Q1	$3.46M	Buy	112,874 +11,450	+11%	+$347K	0.86%	27
2025 Q4	$2.78M	Buy	101,424 +585	+0.6%	+$15.9K	0.76%	39
2025 Q3	$2.75M	Buy	100,839 +690	+0.7%	+$18.8K	0.75%	39
2025 Q2	$2.65M	Buy	100,149 +5,816	+6%	+$152K	0.79%	32
2025 Q1	$2.64M	Buy	94,333 +503	+0.5%	+$14K	0.89%	30
2024 Q4	$2.56M	Buy	93,830 +1,511	+2%	+$43K	0.81%	34
2024 Q3	$2.6M	Buy	92,319 +1,287	+1%	+$35.1K	0.79%	30
2024 Q2	$2.36M	Sell	91,032 -804	-0.9%	-$20.9K	0.79%	32
2024 Q1	$2.47M	Buy	91,836 +735	+0.8%	+$19K	1.48%	21
2023 Q4	$2.31M	Sell	91,101 -3,699	-4%	-$88.1K	1.47%	20
2023 Q3	$2.24M	Buy	94,800 +4,296	+5%	+$105K	1.59%	17
2023 Q2	$2.19M	Buy	90,504 +5,880	+7%	+$140K	1.52%	17
2023 Q1	$2.06M	Buy	84,624 +15,192	+22%	+$380K	2.07%	14
2022 Q4	$1.75M	Buy	69,432 +10,071	+17%	+$249K	1.82%	19
2022 Q3	$1.31M	Buy	59,361 +13,728	+30%	+$334K	1.46%	26
2022 Q2	$1.09M	Sell	45,633 -2,331	-5%	-$59.3K	1.21%	30
2022 Q1	$1.26M	Sell	47,964 -2,460	-5%	-$64.4K	1.45%	23
2021 Q4	$1.36M	Buy	50,424 +6,702	+15%	+$174K	1.56%	22
2021 Q3	$1.08M	Buy	43,722 +3,309	+8%	+$84.1K	0.93%	33
2021 Q2	$1.02M	Buy	40,413 +8,022	+25%	+$203K	0.88%	35
2021 Q1	$787K	Buy	32,391 +8,250	+34%	+$188K	0.7%	53
2020 Q4	$516K	Buy	24,141 +5,550	+30%	+$113K	0.49%	72
2020 Q3	$343K	Buy	18,591 +4,422	+31%	+$81.4K	0.32%	91
2020 Q2	$247K	Sell	14,169 -2,619	-16%	-$44.2K	0.25%	104
2020 Q1	$252K	Buy	16,788 +3,375	+25%	+$60.6K	0.25%	118
2019 Q4	$259K	Buy	+13,413	New	+$251K	0.24%	120

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

Beam Wealth Advisors's SCHD Position: Q2 2026 in Review

Beam Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q2 2026, buying an estimated $506K and bringing the position to 128,813 shares worth $4.08M. The position accounts for 0.9% of the portfolio, ranked #25.

Beam Wealth Advisors first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Beam Wealth Advisors held 128,813 shares of Schwab US Dividend Equity ETF worth $4.08M as of Q2 2026.
Beam Wealth Advisors bought 15,939 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $506K.
Schwab US Dividend Equity ETF made up 0.9% of Beam Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Beam Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.