BLVD Private Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

BLVD Private 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
2026 Q2	$1.49M	Sell	46,908 -1,961	-4%	-$62.2K	1.11%	27
2026 Q1	$1.5M	Sell	48,869 -3,473	-7%	-$105K	1.3%	23
2025 Q4	$1.44M	Buy	52,342 +1,542	+3%	+$41.9K	1.25%	23
2025 Q3	$1.39M	Buy	50,800 +534	+1%	+$14.6K	1.19%	23
2025 Q2	$1.33M	Buy	+50,266	New	+$1.31M	1.26%	22

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

BLVD Private Wealth's SCHD Position: Q2 2026 in Review

BLVD Private Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4% in Q2 2026, selling an estimated $62.2K and leaving 46,908 shares worth $1.49M. The position accounts for 1.11% of the portfolio, ranked #27.

BLVD Private Wealth first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.5M in Q1 2026. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

BLVD Private Wealth held 46,908 shares of Schwab US Dividend Equity ETF worth $1.49M as of Q2 2026.
BLVD Private Wealth sold 1,961 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $62.2K.
Schwab US Dividend Equity ETF made up 1.11% of BLVD Private Wealth's portfolio in Q2 2026, its #27 holding.
BLVD Private Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
BLVD Private Wealth's Schwab US Dividend Equity ETF position peaked at $1.5M in Q1 2026.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on BLVD Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.