Bell Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bell Investment 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	$11.6M	Buy	364,874 +2,131	+0.6%	+$67.6K	1.7%	14
2026 Q1	$11.1M	Buy	362,743 +1,052	+0.3%	+$31.9K	1.74%	14
2025 Q4	$9.92M	Buy	361,691 +10,615	+3%	+$289K	1.57%	15
2025 Q3	$9.58M	Buy	351,076 +802	+0.2%	+$21.9K	1.57%	16
2025 Q2	$9.28M	Sell	350,274 -9,704	-3%	-$253K	1.6%	15
2025 Q1	$10.1M	Buy	359,978 +5,279	+1%	+$147K	1.86%	14
2024 Q4	$9.69M	Buy	354,699 +9,180	+3%	+$261K	1.81%	14
2024 Q3	$9.74M	Buy	345,519 +23,226	+7%	+$633K	1.79%	14
2024 Q2	$8.35M	Sell	322,293 -2,235	-0.7%	-$58.2K	1.64%	15
2024 Q1	$8.72M	Buy	324,528 +7,335	+2%	+$189K	1.7%	15
2023 Q4	$8.05M	Buy	317,193 +7,698	+2%	+$183K	1.65%	15
2023 Q3	$7.3M	Buy	309,495 +9,963	+3%	+$244K	1.64%	17
2023 Q2	$7.25M	Buy	299,532 +10,365	+4%	+$248K	1.61%	17
2023 Q1	$7.05M	Buy	289,167 +9,468	+3%	+$237K	1.65%	17
2022 Q4	$7.04M	Buy	279,699 +61,728	+28%	+$1.52M	1.75%	17
2022 Q3	$4.83M	Buy	217,971 +21,123	+11%	+$513K	1.5%	17
2022 Q2	$4.7M	Buy	+196,848	New	+$5.01M	1.44%	17
2021 Q4	$3.98M	Sell	147,882 -2,034	-1%	-$52.8K	1.09%	23
2021 Q3	$3.71M	Buy	+149,916	New	+$3.81M	1.1%	21

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

Bell Investment Advisors's SCHD Position: Q2 2026 in Review

Bell Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.59% in Q2 2026, buying an estimated $67.6K and bringing the position to 364,874 shares worth $11.6M. The position accounts for 1.7% of the portfolio, ranked #14.

Bell Investment Advisors first reported a position in SCHD in Q3 2021 and has held it in 19 quarters since. 2,143 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Bell Investment Advisors held 364,874 shares of Schwab US Dividend Equity ETF worth $11.6M as of Q2 2026.
Bell Investment Advisors bought 2,131 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $67.6K.
Schwab US Dividend Equity ETF made up 1.7% of Bell Investment Advisors's portfolio in Q2 2026, its #14 holding.
Bell Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and has held it in 19 quarters since.
2,143 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.