BFWA
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Benchmark Financial Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Benchmark Financial Wealth 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
Q1 		$9.48M Buy
309,111
+39,494
+15% +$1.2M 2.63% 11
2025
Q4 		$7.4M Sell
269,617
-6,575
-2% -$179K 2.12% 14
2025
Q3 		$7.54M Buy
276,192
+16,841
+6% +$459K 2.27% 12
2025
Q2 		$6.87M Sell
259,351
-12,247
-5% -$320K 2.27% 12
2025
Q1 		$7.59M Sell
271,598
-50,374
-16% -$1.4M 2.87% 10
2024
Q4 		$8.8M Buy
321,972
+18,000
+6% +$512K 2.82% 10
2024
Q3 		$8.56M Buy
303,972
+19,158
+7% +$522K 2.86% 10
2024
Q2 		$7.38M Buy
284,814
+46,368
+19% +$1.21M 2.73% 11
2024
Q1 		$6.41M Buy
238,446
+53,361
+29% +$1.38M 2.45% 11
2023
Q4 		$4.7M Buy
+185,085
New +$4.41M 2.02% 13

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return