Bradley Foster & Sargent’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bradley Foster & Sargent’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	$3.34M	Buy	105,228 +31,500	+43%	+$999K	0.05%	189
2026 Q1	$2.26M	Buy	73,728 +21,109	+40%	+$640K	0.04%	211
2025 Q4	$1.44M	Buy	52,619 +19,408	+58%	+$528K	0.02%	255
2025 Q3	$907K	Buy	33,211 +5,991	+22%	+$163K	0.01%	306
2025 Q2	$721K	Buy	+27,220	New	+$711K	0.01%	326

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

Bradley Foster & Sargent's SCHD Position: Q2 2026 in Review

Bradley Foster & Sargent increased its Schwab US Dividend Equity ETF (SCHD) stake by 43% in Q2 2026, buying an estimated $999K and bringing the position to 105,228 shares worth $3.34M. The position accounts for 0.05% of the portfolio, ranked #189.

Bradley Foster & Sargent first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Bradley Foster & Sargent held 105,228 shares of Schwab US Dividend Equity ETF worth $3.34M as of Q2 2026.
Bradley Foster & Sargent bought 31,500 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $999K.
Schwab US Dividend Equity ETF made up 0.05% of Bradley Foster & Sargent's portfolio in Q2 2026, its #189 holding.
Bradley Foster & Sargent first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.