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 Q2	$4.63M	Buy	145,966 +5,167	+4%	+$164K	2.2%	9
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

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

Beckerman Institutional's SCHD Position: Q2 2026 in Review

Beckerman Institutional increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.7% in Q2 2026, buying an estimated $164K and bringing the position to 145,966 shares worth $4.63M. The position accounts for 2.2% of the portfolio, ranked #9.

Beckerman Institutional first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Beckerman Institutional held 145,966 shares of Schwab US Dividend Equity ETF worth $4.63M as of Q2 2026.
Beckerman Institutional bought 5,167 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $164K.
Schwab US Dividend Equity ETF made up 2.2% of Beckerman Institutional's portfolio in Q2 2026, its #9 holding.
Beckerman Institutional first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.