Bernicke Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bernicke Wealth 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	$422K	Buy	13,313 +3,284	+33%	+$104K	0.05%	80
2026 Q1	$308K	Hold	10,029	–	–	0.04%	84
2025 Q4	$275K	Buy	+10,029	New	+$273K	0.04%	86

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Bernicke Wealth Management's SCHD Position: Q2 2026 in Review

Bernicke Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 33% in Q2 2026, buying an estimated $104K and bringing the position to 13,313 shares worth $422K. The position accounts for 0.05% of the portfolio, ranked #80.

Bernicke Wealth Management first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 1,906 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Bernicke Wealth Management held 13,313 shares of Schwab US Dividend Equity ETF worth $422K as of Q2 2026.
Bernicke Wealth Management bought 3,284 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $104K.
Schwab US Dividend Equity ETF made up 0.05% of Bernicke Wealth Management's portfolio in Q2 2026, its #80 holding.
Bernicke Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
1,906 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.