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

Bellwether 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	$293K	Buy	+9,252	New	+$294K	0.04%	146
2025 Q3	–	Sell	-3,720	Closed	-$98.6K	–	483
2025 Q2	$98.6K	Hold	3,720	–	–	0.02%	174
2025 Q1	$104K	Hold	3,720	–	–	0.02%	164
2024 Q4	$102K	Buy	+3,720	New	+$106K	0.02%	179
2023 Q2	–	Sell	-1,203	Closed	-$29.3K	–	363
2023 Q1	$29.3K	Hold	1,203	–	–	0.01%	218
2022 Q4	$30.3K	Hold	1,203	–	–	0.01%	218
2022 Q3	$26K	Hold	1,203	–	–	0.01%	203
2022 Q2	$28K	Sell	1,203 -294	-20%	-$7.48K	0.01%	196
2022 Q1	$39K	Hold	1,497	–	–	0.01%	209
2021 Q4	$40K	Hold	1,497	–	–	0.01%	211
2021 Q3	$37K	Buy	1,497 +1,203	+409%	+$30.6K	0.01%	216
2021 Q2	$7K	Hold	294	–	–	﹤0.01%	292
2021 Q1	$7K	Hold	294	–	–	﹤0.01%	279
2020 Q4	$6K	Buy	+294	New	+$5.96K	﹤0.01%	261

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

Bellwether Advisors's SCHD Position: Q2 2026 in Review

Bellwether Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 9,252 shares worth $293K. The stake represents 0.04% of the portfolio and ranks #146 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in SCHD as recently as Q2 2025.

Bellwether Advisors first reported a position in SCHD in Q4 2020 and has held it in 14 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Bellwether Advisors held 9,252 shares of Schwab US Dividend Equity ETF worth $293K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Bellwether Advisors position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.04% of Bellwether Advisors's portfolio in Q2 2026, its #146 holding.
Bellwether Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 14 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.