Brady Martz Wealth Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Brady Martz Wealth Solutions’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	$19.5M	Sell	616,226 -3,903	-0.6%	-$124K	2.95%	7
2026 Q1	$19M	Sell	620,129 -102,842	-14%	-$3.12M	3.24%	7
2025 Q4	$19.8M	Sell	722,971 -67,842	-9%	-$1.84M	3.49%	4
2025 Q3	$21.6M	Sell	790,813 -54,713	-6%	-$1.49M	3.92%	4
2025 Q2	$22.4M	Sell	845,526 -185,298	-18%	-$4.84M	4.33%	4
2025 Q1	$28.8M	Sell	1,030,824 -42,926	-4%	-$1.2M	6.53%	2
2024 Q4	$29.5M	Buy	+1,073,750	New	+$30.5M	7.13%	3

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Brady Martz Wealth Solutions's SCHD Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.63% in Q2 2026, selling an estimated $124K and leaving 616,226 shares worth $19.5M. The position accounts for 2.95% of the portfolio, ranked #7.

Brady Martz Wealth Solutions first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.5M in Q4 2024. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Brady Martz Wealth Solutions held 616,226 shares of Schwab US Dividend Equity ETF worth $19.5M as of Q2 2026.
Brady Martz Wealth Solutions sold 3,903 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $124K.
Schwab US Dividend Equity ETF made up 2.95% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #7 holding.
Brady Martz Wealth Solutions first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's Schwab US Dividend Equity ETF position peaked at $29.5M in Q4 2024.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.