Bensler’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bensler’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	$5.81M	Sell	183,280 -2,001	-1%	-$63.5K	0.51%	53
2026 Q1	$5.68M	Sell	185,281 -12,891	-7%	-$391K	0.59%	55
2025 Q4	$5.44M	Sell	198,172 -13,471	-6%	-$366K	0.54%	56
2025 Q3	$5.78M	Sell	211,643 -14,071	-6%	-$384K	0.6%	51
2025 Q2	$5.98M	Sell	225,714 -6,772	-3%	-$177K	0.67%	49
2025 Q1	$6.5M	Sell	232,486 -5,080	-2%	-$142K	0.81%	43
2024 Q4	$6.49M	Sell	237,566 -25,672	-10%	-$730K	0.77%	43
2024 Q3	$7.42M	Sell	263,238 -25,374	-9%	-$691K	0.94%	39
2024 Q2	$7.48M	Sell	288,612 -30,147	-9%	-$785K	1.01%	30
2024 Q1	$8.57M	Sell	318,759 -52,578	-14%	-$1.36M	1.24%	28
2023 Q4	$9.42M	Sell	371,337 -28,584	-7%	-$681K	1.56%	18
2023 Q3	$9.43M	Buy	399,921 +1,653	+0.4%	+$40.6K	1.82%	16
2023 Q2	$9.64M	Sell	398,268 -25,773	-6%	-$616K	1.83%	16
2023 Q1	$10.3M	Sell	424,041 -12,375	-3%	-$309K	2.09%	10
2022 Q4	$11M	Sell	436,416 -48	-0%	-$1.19K	2.44%	8
2022 Q3	$9.66M	Buy	436,464 +6,564	+2%	+$159K	2.3%	9
2022 Q2	$10.3M	Buy	429,900 +3,603	+0.8%	+$91.7K	2.44%	6
2022 Q1	$11.2M	Buy	+426,297	New	+$11.2M	2.36%	7

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

Bensler's SCHD Position: Q2 2026 in Review

Bensler reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.1% in Q2 2026, selling an estimated $63.5K and leaving 183,280 shares worth $5.81M. The position accounts for 0.51% of the portfolio, ranked #53.

Bensler first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.2M in Q1 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Bensler held 183,280 shares of Schwab US Dividend Equity ETF worth $5.81M as of Q2 2026.
Bensler sold 2,001 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $63.5K.
Schwab US Dividend Equity ETF made up 0.51% of Bensler's portfolio in Q2 2026, its #53 holding.
Bensler first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
Bensler's Schwab US Dividend Equity ETF position peaked at $11.2M in Q1 2022.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.