Birchbrook’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Birchbrook’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	$18.7K	Buy	573 +4	+0.7%	+$135	0.01%	172
2026 Q2	$18.1K	Buy	569 +318	+127%	+$10.1K	0.01%	180
2026 Q1	$7.69K	Buy	251 +2	+0.8%	+$61	﹤0.01%	210
2025 Q4	$6.84K	Buy	249 +1	+0.4%	+$27	﹤0.01%	223
2025 Q3	$6.77K	Buy	248 +2	+0.8%	+$55	﹤0.01%	205
2025 Q2	$6.53K	Buy	246 +1	+0.4%	+$26	﹤0.01%	207
2025 Q1	$6.84K	Buy	245 +2	+0.8%	+$56	﹤0.01%	201
2024 Q4	$6.65K	Hold	243	–	–	﹤0.01%	219
2024 Q3	$6.85K	Buy	243 +3	+1%	+$82	﹤0.01%	200
2024 Q2	$6.22K	Sell	240 -411	-63%	-$10.7K	﹤0.01%	207
2024 Q1	$17.5K	Sell	651 -423	-39%	-$10.9K	0.01%	171
2023 Q4	$27.3K	Buy	+1,074	New	+$25.6K	0.02%	150

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Birchbrook's SCHD Position: Q3 2026 in Review

Birchbrook increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.7% in Q3 2026, buying an estimated $135 and bringing the position to 573 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #172.

Birchbrook first reported a position in SCHD in Q4 2023 and has held it in 12 quarters since. The position peaked at $27.3K in Q4 2023. 1,084 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Birchbrook held 573 shares of Schwab US Dividend Equity ETF worth $18.7K as of Q3 2026.
Birchbrook bought 4 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $135.
Schwab US Dividend Equity ETF made up 0.01% of Birchbrook's portfolio in Q3 2026, its #172 holding.
Birchbrook first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Schwab US Dividend Equity ETF position peaked at $27.3K in Q4 2023.
1,084 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.