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 Q3	$2.61M	Buy	80,093 +1,122	+1%	+$37.8K	0.26%	41
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

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

BlueStem Wealth Partners's SCHD Position: Q3 2026 in Review

BlueStem Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.4% in Q3 2026, buying an estimated $37.8K and bringing the position to 80,093 shares worth $2.61M. The position accounts for 0.26% of the portfolio, ranked #41.

BlueStem Wealth Partners first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.73M in Q3 2025. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

BlueStem Wealth Partners held 80,093 shares of Schwab US Dividend Equity ETF worth $2.61M as of Q3 2026.
BlueStem Wealth Partners bought 1,122 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $37.8K.
Schwab US Dividend Equity ETF made up 0.26% of BlueStem Wealth Partners's portfolio in Q3 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 8 quarters since.
BlueStem Wealth Partners's Schwab US Dividend Equity ETF position peaked at $2.73M in Q3 2025.
2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on BlueStem Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.