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

BKM Wealth Management’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	$2.74M	Sell	86,377 -1,290	-1%	-$40.9K	0.97%	27
2026 Q1	$2.69M	Sell	87,667 -37,904	-30%	-$1.15M	0.98%	29
2025 Q4	$3.44M	Buy	125,571 +9,802	+8%	+$267K	1.26%	22
2025 Q3	$3.16M	Buy	115,769 +7,752	+7%	+$211K	1.17%	22
2025 Q2	$2.86M	Buy	108,017 +12,658	+13%	+$331K	1.12%	21
2025 Q1	$2.67M	Buy	95,359 +11,623	+14%	+$324K	1.1%	25
2024 Q4	$2.29M	Buy	83,736 +20,445	+32%	+$581K	0.94%	26
2024 Q3	$1.78M	Buy	63,291 +39,405	+165%	+$1.07M	0.73%	37
2024 Q2	$619K	Buy	23,886 +7,176	+43%	+$187K	0.3%	91
2024 Q1	$449K	Buy	16,710 +645	+4%	+$16.7K	0.19%	116
2023 Q4	$408K	Buy	+16,065	New	+$383K	0.17%	104

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

BKM Wealth Management's SCHD Position: Q2 2026 in Review

BKM Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.5% in Q2 2026, selling an estimated $40.9K and leaving 86,377 shares worth $2.74M. The position accounts for 0.97% of the portfolio, ranked #27.

BKM Wealth Management first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.44M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

BKM Wealth Management held 86,377 shares of Schwab US Dividend Equity ETF worth $2.74M as of Q2 2026.
BKM Wealth Management sold 1,290 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $40.9K.
Schwab US Dividend Equity ETF made up 0.97% of BKM Wealth Management's portfolio in Q2 2026, its #27 holding.
BKM Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Schwab US Dividend Equity ETF position peaked at $3.44M in Q4 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.