BG Investment Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

BG Investment Services’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	$2.16M	Buy	68,043 +10,004	+17%	+$317K	1.55%	16
2026 Q1	$1.78M	Sell	58,039 -5,056	-8%	-$153K	1.48%	17
2025 Q4	$1.73M	Buy	63,095 +1,019	+2%	+$27.7K	1.54%	17
2025 Q3	$1.69M	Buy	62,076 +28,109	+83%	+$767K	1.67%	15
2025 Q2	$910K	Buy	33,967 +23,922	+238%	+$625K	1.14%	21
2025 Q1	$281K	Buy	10,045 +1,489	+17%	+$41.5K	0.3%	30
2024 Q4	$234K	Buy	+8,556	New	+$243K	0.24%	28

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

BG Investment Services's SCHD Position: Q2 2026 in Review

BG Investment Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q2 2026, buying an estimated $317K and bringing the position to 68,043 shares worth $2.16M. The position accounts for 1.55% of the portfolio, ranked #16.

BG Investment Services first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

BG Investment Services held 68,043 shares of Schwab US Dividend Equity ETF worth $2.16M as of Q2 2026.
BG Investment Services bought 10,004 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $317K.
Schwab US Dividend Equity ETF made up 1.55% of BG Investment Services's portfolio in Q2 2026, its #16 holding.
BG Investment Services first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on BG Investment Services's 13F filing for Q2 2026, filed 5 Aug 2026.