BIP Wealth
SCHD icon

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

BIP Wealth’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
Q3 		$2.35M Buy
72,346
+15,808
+28% +$533K 0.06% 182
2026
Q2 		$1.79M Buy
56,538
+1,480
+3% +$47K 0.05% 191
2026
Q1 		$1.69M Sell
55,058
-2,878
-5% -$87.3K 0.07% 145
2025
Q4 		$1.59M Buy
+57,936
New +$1.58M 0.06% 162

Other funds holding SCHD

Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
Burkett Financial Services
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

BIP Wealth's SCHD Position: Q3 2026 in Review

BIP Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 28% in Q3 2026, buying an estimated $533K and bringing the position to 72,346 shares worth $2.35M. The position accounts for 0.06% of the portfolio, ranked #182.

BIP Wealth first reported a position in SCHD in Q4 2025 and has held it in 4 quarters since. 750 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • BIP Wealth held 72,346 shares of Schwab US Dividend Equity ETF worth $2.35M as of Q3 2026.
  • BIP Wealth bought 15,808 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $533K.
  • Schwab US Dividend Equity ETF made up 0.06% of BIP Wealth's portfolio in Q3 2026, its #182 holding.
  • BIP Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 750 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.