Bond & Devick Financial Network’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bond & Devick Financial Network’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	$1.85M	Buy	58,249 +670	+1%	+$21.3K	0.45%	34
2026 Q1	$1.77M	Sell	57,579 -225	-0.4%	-$6.83K	0.49%	31
2025 Q4	$1.59M	Buy	57,804 +894	+2%	+$24.3K	0.45%	30
2025 Q3	$1.55M	Sell	56,910 -2,715	-5%	-$74.1K	0.47%	30
2025 Q2	$1.58M	Buy	59,625 +24	+0%	+$627	0.53%	27
2025 Q1	$1.67M	Buy	59,601 +42,950	+258%	+$1.2M	0.6%	25
2024 Q4	$1.41M	Sell	16,651 -33,302	-67%	-$947K	0.6%	29
2024 Q3	$1.41M	Sell	49,953 -3,333	-6%	-$90.8K	0.6%	29
2024 Q2	$1.38M	Sell	53,286 -1,590	-3%	-$41.4K	0.74%	22
2024 Q1	$1.47M	Buy	54,876 +16,359	+42%	+$423K	0.8%	22
2023 Q4	$977K	Sell	38,517 -7,743	-17%	-$185K	0.56%	35
2023 Q3	$1.09M	Sell	46,260 -177	-0.4%	-$4.34K	0.7%	23
2023 Q2	$1.12M	Buy	46,437 +2,223	+5%	+$53.1K	0.7%	22
2023 Q1	$1.08M	Buy	44,214 +1,146	+3%	+$28.7K	0.69%	25
2022 Q4	$1.08M	Buy	43,068 +9,186	+27%	+$227K	0.77%	25
2022 Q3	$750K	Buy	33,882 +8,004	+31%	+$194K	0.62%	35
2022 Q2	$618K	Buy	25,878 +3,579	+16%	+$91K	0.54%	48
2022 Q1	$586K	Buy	22,299 +5,397	+32%	+$141K	0.47%	53
2021 Q4	$455K	Hold	16,902	–	–	0.34%	65
2021 Q3	$418K	Hold	16,902	–	–	0.35%	67
2021 Q2	$426K	Buy	16,902 +4,134	+32%	+$104K	0.35%	67
2021 Q1	$310K	Buy	12,768 +1,212	+10%	+$27.6K	0.29%	78
2020 Q4	$247K	Buy	+11,556	New	+$234K	0.28%	83

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

Bond & Devick Financial Network's SCHD Position: Q2 2026 in Review

Bond & Devick Financial Network increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q2 2026, buying an estimated $21.3K and bringing the position to 58,249 shares worth $1.85M. The position accounts for 0.45% of the portfolio, ranked #34.

Bond & Devick Financial Network first reported a position in SCHD in Q4 2020 and has held it in 23 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Bond & Devick Financial Network held 58,249 shares of Schwab US Dividend Equity ETF worth $1.85M as of Q2 2026.
Bond & Devick Financial Network bought 670 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $21.3K.
Schwab US Dividend Equity ETF made up 0.45% of Bond & Devick Financial Network's portfolio in Q2 2026, its #34 holding.
Bond & Devick Financial Network first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 23 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.