Brand Asset Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Brand Asset Management Group’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	$940K	Sell	29,657 -2,213	-7%	-$70.2K	0.21%	77
2026 Q1	$978K	Buy	31,870 +1,643	+5%	+$49.8K	0.25%	61
2025 Q4	$829K	Sell	30,227 -1,289	-4%	-$35K	0.23%	58
2025 Q3	$860K	Buy	+31,516	New	+$860K	0.24%	61
2021 Q2	–	Sell	-5,796	Closed	-$141K	–	214
2021 Q1	$141K	Hold	5,796	–	–	0.07%	82
2020 Q4	$124K	Hold	5,796	–	–	0.07%	80
2020 Q3	$107K	Hold	5,796	–	–	0.07%	85
2020 Q2	$100K	Hold	5,796	–	–	0.06%	81
2020 Q1	$87K	Hold	5,796	–	–	0.06%	79
2019 Q4	$112K	Sell	5,796 -525	-8%	-$9.83K	0.07%	91
2019 Q3	$115K	Hold	6,321	–	–	0.08%	86
2019 Q2	$112K	Hold	6,321	–	–	0.07%	90
2019 Q1	$110K	Hold	6,321	–	–	0.07%	85
2018 Q4	$99K	Hold	6,321	–	–	0.08%	81
2018 Q3	$112K	Buy	+6,321	New	+$109K	0.08%	82

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

Brand Asset Management Group's SCHD Position: Q2 2026 in Review

Brand Asset Management Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.9% in Q2 2026, selling an estimated $70.2K and leaving 29,657 shares worth $940K. The position accounts for 0.21% of the portfolio, ranked #77.

Brand Asset Management Group first reported a position in SCHD in Q3 2018 and has held it in 15 quarters since. The position peaked at $978K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Brand Asset Management Group held 29,657 shares of Schwab US Dividend Equity ETF worth $940K as of Q2 2026.
Brand Asset Management Group sold 2,213 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $70.2K.
Schwab US Dividend Equity ETF made up 0.21% of Brand Asset Management Group's portfolio in Q2 2026, its #77 holding.
Brand Asset Management Group first reported a position in Schwab US Dividend Equity ETF in Q3 2018 and has held it in 15 quarters since.
Brand Asset Management Group's Schwab US Dividend Equity ETF position peaked at $978K in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.