Bedel Financial Consulting’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bedel Financial Consulting’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	$622K	Sell	19,611 -13,373	-41%	-$424K	0.06%	154
2026 Q1	$1.01M	Sell	32,984 -91	-0.3%	-$2.76K	0.11%	101
2025 Q4	$907K	Buy	33,075 +12,749	+63%	+$347K	0.1%	111
2025 Q3	$555K	Sell	20,326 -184	-0.9%	-$5.02K	0.07%	153
2025 Q2	$544K	Sell	20,510 -373	-2%	-$9.74K	0.07%	148
2025 Q1	$534K	Sell	20,883 -25	-0.1%	-$697	0.08%	138
2024 Q4	$584K	Sell	20,908 -146	-0.7%	-$4.15K	0.08%	133
2024 Q3	$593K	Buy	21,054 +5,802	+38%	+$158K	0.08%	130
2024 Q2	$395K	Sell	15,252 -375	-2%	-$9.76K	0.06%	157
2024 Q1	$420K	Buy	15,627 +3	+0%	+$78	0.07%	154
2023 Q4	$396K	Sell	15,624 -510	-3%	-$12.2K	0.07%	153
2023 Q3	$381K	Buy	16,134 +3	+0%	+$74	0.08%	149
2023 Q2	$390K	Sell	16,131 -366	-2%	-$8.74K	0.08%	144
2023 Q1	$402K	Buy	16,497 +6	+0%	+$150	0.1%	133
2022 Q4	$415K	Buy	16,491 +9	+0.1%	+$222	0.1%	129
2022 Q3	$408K	Sell	16,482 -216	-1%	-$5.25K	0.11%	127
2022 Q2	$399K	Buy	16,698 +9	+0.1%	+$229	0.12%	120
2022 Q1	$439K	Sell	16,689 -87	-0.5%	-$2.28K	0.14%	111
2021 Q4	$452K	Buy	16,776 +6	+0%	+$156	0.14%	109
2021 Q3	$415K	Sell	16,770 -1,698	-9%	-$43.2K	0.14%	110
2021 Q2	$466K	Sell	18,468 -1,674	-8%	-$42.3K	0.16%	97
2021 Q1	$490K	Sell	20,142 -414	-2%	-$9.42K	0.19%	87
2020 Q4	$439K	Buy	20,556 +9	+0%	+$182	0.19%	80
2020 Q3	$379K	Buy	20,547 +531	+3%	+$9.77K	0.19%	81
2020 Q2	$345K	Hold	20,016	–	–	0.19%	83
2020 Q1	$300K	Hold	20,016	–	–	0.2%	80
2019 Q4	$386K	Hold	20,016	–	–	0.22%	81
2019 Q3	$365K	Hold	20,016	–	–	0.22%	87
2019 Q2	$354K	Hold	20,016	–	–	0.22%	91
2019 Q1	$349K	Buy	20,016 +1,800	+10%	+$30.3K	0.22%	84
2018 Q4	$285K	Hold	18,216	–	–	0.21%	90
2018 Q3	$311K	Hold	18,216	–	–	0.21%	95
2018 Q2	$299K	Hold	18,216	–	–	0.22%	99
2018 Q1	$298K	Sell	18,216 -30	-0.2%	-$512	0.23%	95
2017 Q4	$311K	Buy	+18,246	New	+$300K	0.28%	84

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

Bedel Financial Consulting's SCHD Position: Q2 2026 in Review

Bedel Financial Consulting reduced its Schwab US Dividend Equity ETF (SCHD) stake by 41% in Q2 2026, selling an estimated $424K and leaving 19,611 shares worth $622K. The position accounts for 0.06% of the portfolio, ranked #154.

Bedel Financial Consulting first reported a position in SCHD in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.01M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Bedel Financial Consulting held 19,611 shares of Schwab US Dividend Equity ETF worth $622K as of Q2 2026.
Bedel Financial Consulting sold 13,373 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $424K.
Schwab US Dividend Equity ETF made up 0.06% of Bedel Financial Consulting's portfolio in Q2 2026, its #154 holding.
Bedel Financial Consulting first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 35 quarters since.
Bedel Financial Consulting's Schwab US Dividend Equity ETF position peaked at $1.01M in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.