Beese Fulmer Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Beese Fulmer Investment 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	$208K	Sell	6,550 -25	-0.4%	-$793	0.01%	378
2026 Q1	$202K	Buy	+6,575	New	+$199K	0.01%	418
2020 Q3	–	Sell	-531	Closed	-$9K	–	470
2020 Q2	$9K	Buy	+531	New	+$8.97K	﹤0.01%	484

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

Beese Fulmer Investment Management's SCHD Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.38% in Q2 2026, selling an estimated $793 and leaving 6,550 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #378.

Beese Fulmer Investment Management first reported a position in SCHD in Q2 2020 and has held it in 3 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Beese Fulmer Investment Management held 6,550 shares of Schwab US Dividend Equity ETF worth $208K as of Q2 2026.
Beese Fulmer Investment Management sold 25 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $793.
Schwab US Dividend Equity ETF made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #378 holding.
Beese Fulmer Investment Management first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 3 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.