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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Birchbrook's SCHD Position: Q2 2026 in Review

Birchbrook increased its Schwab US Dividend Equity ETF (SCHD) stake by 127% in Q2 2026, buying an estimated $10.1K and bringing the position to 569 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #180.

Birchbrook first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.3K in Q4 2023. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Birchbrook held 569 shares of Schwab US Dividend Equity ETF worth $18.1K as of Q2 2026.
Birchbrook bought 318 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $10.1K.
Schwab US Dividend Equity ETF made up 0.01% of Birchbrook's portfolio in Q2 2026, its #180 holding.
Birchbrook first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Birchbrook's Schwab US Dividend Equity ETF position peaked at $27.3K in Q4 2023.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.