Blue Barn Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Blue Barn Wealth’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
2025 Q4	$7.91M	Sell	288,349 -246,430	-46%	-$6.7M	11.52%	3
2025 Q3	$14.6M	Buy	534,779 +43,703	+9%	+$1.19M	6.41%	3
2025 Q2	$13M	Buy	491,076 +14,354	+3%	+$375K	6.13%	4
2025 Q1	$13.3M	Buy	476,722 +27,617	+6%	+$770K	6.95%	4
2024 Q4	$12.3M	Buy	449,105 +17,582	+4%	+$500K	6.47%	4
2024 Q3	$12.2M	Buy	431,523 +20,694	+5%	+$564K	6.24%	4
2024 Q2	$10.7M	Buy	410,829 +12,096	+3%	+$315K	5.93%	4
2024 Q1	$10.7M	Buy	398,733 +6,087	+2%	+$157K	5.98%	4
2023 Q4	$9.96M	Buy	392,646 +20,883	+6%	+$498K	5.92%	4
2023 Q3	$8.77M	Buy	371,763 +16,545	+5%	+$406K	5.76%	4
2023 Q2	$8.6M	Buy	355,218 +7,875	+2%	+$188K	5.59%	5
2023 Q1	$8.47M	Buy	347,343 +21,972	+7%	+$549K	5.25%	5
2022 Q4	$8.19M	Sell	325,371 -1,296	-0.4%	-$32K	5.39%	6
2022 Q3	$7.23M	Buy	326,667 +13,434	+4%	+$326K	5.15%	6
2022 Q2	$7.48M	Buy	313,233 +14,493	+5%	+$369K	5.73%	5
2022 Q1	$7.86M	Buy	298,740 +30,234	+11%	+$792K	5.44%	5
2021 Q4	$7.24M	Buy	268,506 +35,847	+15%	+$931K	4.89%	5
2021 Q3	$5.76M	Buy	232,659 +26,037	+13%	+$662K	5.05%	5
2021 Q2	$5.21M	Buy	+206,622	New	+$5.22M	5.34%	5

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Blue Barn Wealth's SCHD Position: Q4 2025 in Review

Blue Barn Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 46% in Q4 2025, selling an estimated $6.7M and leaving 288,349 shares worth $7.91M. The position accounts for 11.52% of the portfolio, ranked #3.

Blue Barn Wealth first reported a position in SCHD in Q2 2021 and has held it in 19 quarters since. The position peaked at $14.6M in Q3 2025. 1,946 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Blue Barn Wealth held 288,349 shares of Schwab US Dividend Equity ETF worth $7.91M as of Q4 2025.
Blue Barn Wealth sold 246,430 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $6.7M.
Schwab US Dividend Equity ETF made up 11.52% of Blue Barn Wealth's portfolio in Q4 2025, its #3 holding.
Blue Barn Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 19 quarters since.
Blue Barn Wealth's Schwab US Dividend Equity ETF position peaked at $14.6M in Q3 2025.
1,946 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.