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Birch Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Birch Financial Group’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 		$243K Sell
7,678
-145
-2% -$4.6K 0.13% 115
2026
Q1 		$240K Sell
7,823
-785
-9% -$23.8K 0.14% 116
2025
Q4 		$236K Buy
8,608
+89
+1% +$2.42K 0.13% 117
2025
Q3 		$233K Buy
+8,519
New +$232K 0.14% 112

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Birch Financial Group's SCHD Position: Q2 2026 in Review

Birch Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.9% in Q2 2026, selling an estimated $4.6K and leaving 7,678 shares worth $243K. The position accounts for 0.13% of the portfolio, ranked #115.

Birch Financial Group first reported a position in SCHD in Q3 2025 and has held it in 4 quarters since. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Birch Financial Group held 7,678 shares of Schwab US Dividend Equity ETF worth $243K as of Q2 2026.
  • Birch Financial Group sold 145 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.6K.
  • Schwab US Dividend Equity ETF made up 0.13% of Birch Financial Group's portfolio in Q2 2026, its #115 holding.
  • Birch Financial Group first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.