Beckerman Institutional’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Beckerman Institutional’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 Q1	$4.32M	Buy	140,799 +12,836	+10%	+$389K	2.3%	10
2025 Q4	$3.51M	Buy	127,963 +6,805	+6%	+$185K	1.97%	12
2025 Q3	$3.31M	Buy	121,158 +6,718	+6%	+$183K	1.95%	12
2025 Q2	$3.03M	Buy	114,440 +9,555	+9%	+$250K	2.01%	12
2025 Q1	$2.93M	Buy	104,885 +4,817	+5%	+$134K	2.12%	9
2024 Q4	$2.73M	Buy	100,068 +5,517	+6%	+$157K	2.19%	9
2024 Q3	$2.66M	Buy	+94,551	New	+$2.58M	2.24%	10

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Beckerman Institutional's SCHD Position: Q1 2026 in Review

Beckerman Institutional increased its Schwab US Dividend Equity ETF (SCHD) stake by 10% in Q1 2026, buying an estimated $389K and bringing the position to 140,799 shares worth $4.32M. The position accounts for 2.3% of the portfolio, ranked #10.

Beckerman Institutional first reported a position in SCHD in Q3 2024 and has held it in 7 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Beckerman Institutional held 140,799 shares of Schwab US Dividend Equity ETF worth $4.32M as of Q1 2026.
Beckerman Institutional bought 12,836 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $389K.
Schwab US Dividend Equity ETF made up 2.3% of Beckerman Institutional's portfolio in Q1 2026, its #10 holding.
Beckerman Institutional first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 7 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.