Blueprint Investment Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Blueprint Investment Partners’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	$2.99M	Buy	94,148 +59,904	+175%	+$1.9M	0.25%	70
2026 Q1	$1.05M	Buy	34,244 +948	+3%	+$28.8K	0.11%	91
2025 Q4	$913K	Buy	33,296 +2,739	+9%	+$74.5K	0.1%	96
2025 Q3	$834K	Buy	+30,557	New	+$834K	0.12%	94
2025 Q2	–	Sell	-19,772	Closed	-$553K	–	98
2025 Q1	$553K	Buy	+19,772	New	+$551K	0.1%	84
2023 Q2	–	Sell	-236,388	Closed	-$5.76M	–	216
2023 Q1	$5.76M	Buy	236,388 +2,685	+1%	+$67.1K	1.32%	18
2022 Q4	$5.88M	Hold	233,703	–	–	1.25%	19
2022 Q3	$5.17M	Sell	233,703 -138	-0.1%	-$3.35K	1.41%	13
2022 Q2	$5.58M	Sell	233,841 -7,584	-3%	-$193K	1.5%	12
2022 Q1	$6.35M	Buy	241,425 +26,574	+12%	+$696K	1.63%	18
2021 Q4	$5.79M	Buy	+214,851	New	+$5.58M	1.42%	21

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

Blueprint Investment Partners's SCHD Position: Q2 2026 in Review

Blueprint Investment Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 175% in Q2 2026, buying an estimated $1.9M and bringing the position to 94,148 shares worth $2.99M. The position accounts for 0.25% of the portfolio, ranked #70.

Blueprint Investment Partners first reported a position in SCHD in Q4 2021 and has held it in 11 quarters since. The position peaked at $6.35M in Q1 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Blueprint Investment Partners held 94,148 shares of Schwab US Dividend Equity ETF worth $2.99M as of Q2 2026.
Blueprint Investment Partners bought 59,904 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.9M.
Schwab US Dividend Equity ETF made up 0.25% of Blueprint Investment Partners's portfolio in Q2 2026, its #70 holding.
Blueprint Investment Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 11 quarters since.
Blueprint Investment Partners's Schwab US Dividend Equity ETF position peaked at $6.35M in Q1 2022.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.