Belpointe Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Belpointe Asset 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	$11.2M	Buy	352,790 +64,408	+22%	+$2.04M	0.37%	52
2026 Q1	$8.85M	Sell	288,382 -2,170	-0.7%	-$65.8K	0.32%	56
2025 Q4	$7.97M	Buy	290,552 +21,367	+8%	+$581K	0.29%	61
2025 Q3	$7.35M	Sell	269,185 -21,305	-7%	-$581K	0.28%	67
2025 Q2	$7.7M	Buy	290,490 +45,922	+19%	+$1.2M	0.32%	59
2025 Q1	$6.84M	Buy	244,568 +95,453	+64%	+$2.66M	0.36%	49
2024 Q4	$6.78M	Sell	149,115 -59,166	-28%	-$1.68M	0.41%	42
2024 Q3	$5.87M	Sell	208,281 -4,371	-2%	-$119K	0.35%	54
2024 Q2	$5.51M	Sell	212,652 -10,752	-5%	-$280K	0.38%	46
2024 Q1	$6M	Sell	223,404 -1,890	-0.8%	-$48.8K	0.45%	39
2023 Q4	$5.72M	Buy	225,294 +130,650	+138%	+$3.11M	0.5%	33
2023 Q3	$2.23M	Buy	94,644 +2,742	+3%	+$67.3K	0.23%	82
2023 Q2	$2.22M	Sell	91,902 -102,252	-53%	-$2.44M	0.24%	88
2023 Q1	$4.73M	Buy	194,154 +41,475	+27%	+$1.04M	0.26%	67
2022 Q4	$3.84M	Sell	152,679 -41,211	-21%	-$1.02M	0.23%	82
2022 Q3	$4.29M	Buy	193,890 +6,861	+4%	+$167K	0.29%	64
2022 Q2	$4.46M	Buy	187,029 +11,868	+7%	+$302K	0.3%	61
2022 Q1	$4.61M	Buy	175,161 +3,999	+2%	+$105K	0.28%	59
2021 Q4	$4.61M	Buy	171,162 +19,968	+13%	+$519K	0.29%	71
2021 Q3	$3.74M	Buy	151,194 +54,111	+56%	+$1.38M	0.26%	79
2021 Q2	$2.45M	Sell	97,083 -1,059	-1%	-$26.7K	0.18%	122
2021 Q1	$2.39M	Sell	98,142 -309	-0.3%	-$7.03K	0.2%	102
2020 Q4	$2.1M	Buy	98,451 +26,802	+37%	+$543K	0.19%	116
2020 Q3	$1.32M	Sell	71,649 -312	-0.4%	-$5.74K	0.15%	152
2020 Q2	$1.24M	Buy	71,961 +18,594	+35%	+$314K	0.16%	131
2020 Q1	$801K	Buy	53,367 +13,581	+34%	+$244K	0.14%	173
2019 Q4	$768K	Buy	39,786 +13,869	+54%	+$260K	0.1%	220
2019 Q3	$473K	Buy	25,917 +6,954	+37%	+$124K	0.08%	295
2019 Q2	$335K	Buy	+18,963	New	+$334K	0.07%	312
2019 Q1	–	Sell	-16,863	Closed	-$264K	–	539
2018 Q4	$264K	Sell	16,863 -3,171	-16%	-$52.8K	0.07%	294
2018 Q3	$354K	Buy	20,034 +7,596	+61%	+$131K	0.06%	325
2018 Q2	$204K	Hold	12,438	–	–	0.06%	320
2018 Q1	$203K	Sell	12,438 -4,287	-26%	-$73.1K	0.06%	314
2017 Q4	$285K	Sell	16,725 -900	-5%	-$14.8K	0.06%	351
2017 Q3	$275K	Buy	+17,625	New	+$270K	0.06%	335

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Belpointe Asset Management's SCHD Position: Q2 2026 in Review

Belpointe Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 22% in Q2 2026, buying an estimated $2.04M and bringing the position to 352,790 shares worth $11.2M. The position accounts for 0.37% of the portfolio, ranked #52.

Belpointe Asset Management first reported a position in SCHD in Q3 2017 and has held it in 35 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Belpointe Asset Management held 352,790 shares of Schwab US Dividend Equity ETF worth $11.2M as of Q2 2026.
Belpointe Asset Management bought 64,408 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.04M.
Schwab US Dividend Equity ETF made up 0.37% of Belpointe Asset Management's portfolio in Q2 2026, its #52 holding.
Belpointe Asset Management first reported a position in Schwab US Dividend Equity ETF in Q3 2017 and has held it in 35 quarters since.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.