BlueStem Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

BlueStem Wealth 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 Q1	$2.56M	Sell	83,412 -15,044	-15%	-$456K	0.28%	42
2025 Q4	$2.7M	Sell	98,456 -1,522	-2%	-$41.4K	0.3%	41
2025 Q3	$2.73M	Buy	99,978 +9,736	+11%	+$266K	0.31%	38
2025 Q2	$2.39M	Buy	90,242 +17,174	+24%	+$449K	0.29%	37
2025 Q1	$2.04M	Buy	73,068 +5,294	+8%	+$148K	0.28%	34
2024 Q4	$1.85M	Buy	+67,774	New	+$1.93M	0.24%	35

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlueStem Wealth Partners's SCHD Position: Q1 2026 in Review

BlueStem Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 15% in Q1 2026, selling an estimated $456K and leaving 83,412 shares worth $2.56M. The position accounts for 0.28% of the portfolio, ranked #42.

BlueStem Wealth Partners first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.73M in Q3 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

BlueStem Wealth Partners held 83,412 shares of Schwab US Dividend Equity ETF worth $2.56M as of Q1 2026.
BlueStem Wealth Partners sold 15,044 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $456K.
Schwab US Dividend Equity ETF made up 0.28% of BlueStem Wealth Partners's portfolio in Q1 2026, its #42 holding.
BlueStem Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's Schwab US Dividend Equity ETF position peaked at $2.73M in Q3 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.