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

BlackDiamond 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	$266K	Buy	+7,774	New	+$247K	0.11%	186
2023 Q3	–	Sell	-8,034	Closed	-$202K	–	137
2023 Q2	$202K	Buy	+8,034	New	+$192K	0.17%	127

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 22.9% 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

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

BlackDiamond Wealth Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 7,774 shares worth $266K. The stake represents 0.11% of the portfolio and ranks #186 among its holdings. This is a return to the name: BlackDiamond Wealth Management previously reported a position in SCHD as recently as Q2 2023.

BlackDiamond Wealth Management first reported a position in SCHD in Q2 2023 and has held it in 2 quarters since. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

BlackDiamond Wealth Management held 7,774 shares of Schwab US Dividend Equity ETF worth $266K as of Q2 2026.
Schwab US Dividend Equity ETF was a new BlackDiamond Wealth Management position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.11% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #186 holding.
BlackDiamond Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 2 quarters since.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.