Bernardo Wealth Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bernardo Wealth Planning’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	$876K	Buy	27,613 +158	+0.6%	+$5.01K	0.15%	62
2026 Q1	$842K	Buy	27,455 +276	+1%	+$8.37K	0.16%	59
2025 Q4	$746K	Buy	27,179 +3,292	+14%	+$89.5K	0.14%	63
2025 Q3	$652K	Buy	23,887 +4,085	+21%	+$111K	0.13%	65
2025 Q2	$525K	Buy	19,802 +5,889	+42%	+$154K	0.11%	71
2025 Q1	$389K	Buy	13,913 +367	+3%	+$10.2K	0.09%	76
2024 Q4	$366K	Sell	13,546 -25,598	-65%	-$728K	0.09%	76
2024 Q3	$376K	Buy	39,144 +27,276	+230%	+$743K	0.09%	78
2024 Q2	$308K	Buy	11,868 +4,047	+52%	+$105K	0.08%	77
2024 Q1	$210K	Buy	+7,821	New	+$202K	0.06%	99
2021 Q1	–	Sell	-24,540	Closed	-$524K	–	138
2020 Q4	$524K	Buy	+24,540	New	+$498K	0.2%	93

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

Bernardo Wealth Planning's SCHD Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.58% in Q2 2026, buying an estimated $5.01K and bringing the position to 27,613 shares worth $876K. The position accounts for 0.15% of the portfolio, ranked #62.

Bernardo Wealth Planning first reported a position in SCHD in Q4 2020 and has held it in 11 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Bernardo Wealth Planning held 27,613 shares of Schwab US Dividend Equity ETF worth $876K as of Q2 2026.
Bernardo Wealth Planning bought 158 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5.01K.
Schwab US Dividend Equity ETF made up 0.15% of Bernardo Wealth Planning's portfolio in Q2 2026, its #62 holding.
Bernardo Wealth Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 11 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.