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 Q2	$2.5M	Sell	78,971 -4,441	-5%	-$141K	0.25%	41
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

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

BlueStem Wealth Partners's SCHD Position: Q2 2026 in Review

BlueStem Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.3% in Q2 2026, selling an estimated $141K and leaving 78,971 shares worth $2.5M. The position accounts for 0.25% of the portfolio, ranked #41.

BlueStem Wealth Partners first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.73M in Q3 2025. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

BlueStem Wealth Partners held 78,971 shares of Schwab US Dividend Equity ETF worth $2.5M as of Q2 2026.
BlueStem Wealth Partners sold 4,441 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $141K.
Schwab US Dividend Equity ETF made up 0.25% of BlueStem Wealth Partners's portfolio in Q2 2026, its #41 holding.
BlueStem Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
BlueStem Wealth Partners's Schwab US Dividend Equity ETF position peaked at $2.73M in Q3 2025.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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