Benjamin Edwards Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Benjamin Edwards Inc’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	$9.39M	Buy	295,957 +30,085	+11%	+$954K	0.09%	244
2026 Q1	$8.16M	Sell	265,872 -155,541	-37%	-$4.72M	0.08%	247
2025 Q4	$11.6M	Buy	421,413 +23,121	+6%	+$629K	0.13%	171
2025 Q3	$10.9M	Buy	398,292 +27,850	+8%	+$760K	0.12%	174
2025 Q2	$9.82M	Buy	370,442 +15,838	+4%	+$414K	0.13%	173
2025 Q1	$9.91M	Buy	354,604 +18,514	+6%	+$516K	0.14%	164
2024 Q4	$9.18M	Sell	336,090 -4,497	-1%	-$128K	0.13%	174
2024 Q3	$9.6M	Buy	+340,587	New	+$9.28M	0.14%	168

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

Benjamin Edwards Inc's SCHD Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q2 2026, buying an estimated $954K and bringing the position to 295,957 shares worth $9.39M. The position accounts for 0.09% of the portfolio, ranked #244.

Benjamin Edwards Inc first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.6M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Benjamin Edwards Inc held 295,957 shares of Schwab US Dividend Equity ETF worth $9.39M as of Q2 2026.
Benjamin Edwards Inc bought 30,085 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $954K.
Schwab US Dividend Equity ETF made up 0.09% of Benjamin Edwards Inc's portfolio in Q2 2026, its #244 holding.
Benjamin Edwards Inc first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's Schwab US Dividend Equity ETF position peaked at $11.6M in Q4 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.