Biltmore Family Office’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Biltmore Family Office’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	$30.9K	Hold	974	–	–	﹤0.01%	296
2026 Q1	$29.9K	Sell	974 -890	-48%	-$27K	﹤0.01%	283
2025 Q4	$51.1K	Buy	1,864 +890	+91%	+$24.2K	0.01%	269
2025 Q3	$26.6K	Buy	974 +524	+116%	+$14.3K	﹤0.01%	253
2025 Q2	$11.9K	Hold	450	–	–	﹤0.01%	266
2025 Q1	$12.6K	Hold	450	–	–	﹤0.01%	251
2024 Q4	$12.3K	Hold	450	–	–	﹤0.01%	251
2024 Q3	$12.7K	Hold	450	–	–	﹤0.01%	249
2024 Q2	$11.8K	Hold	450	–	–	﹤0.01%	228
2024 Q1	$12.1K	Hold	450	–	–	﹤0.01%	218
2023 Q4	$11.4K	Hold	450	–	–	﹤0.01%	216
2023 Q3	$10.6K	Buy	+450	New	+$11K	﹤0.01%	219
2023 Q2	–	Sell	-450	Closed	-$11K	–	259
2023 Q1	$11K	Hold	450	–	–	﹤0.01%	255
2022 Q4	$11.3K	Buy	+450	New	+$11.1K	﹤0.01%	242

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

Biltmore Family Office's SCHD Position: Q2 2026 in Review

Biltmore Family Office held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 974 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Biltmore Family Office first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $51.1K in Q4 2025. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Biltmore Family Office held 974 shares of Schwab US Dividend Equity ETF worth $30.9K as of Q2 2026.
Biltmore Family Office left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Biltmore Family Office's portfolio in Q2 2026, its #296 holding.
Biltmore Family Office first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
Biltmore Family Office's Schwab US Dividend Equity ETF position peaked at $51.1K in Q4 2025.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.