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Braun Stacey Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Braun Stacey Associates’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 		– Sell
-6,606
Closed -$203K – 122
2026
Q1 		$203K Buy
+6,606
New +$200K 0.01% 112

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Envestnet Asset Management
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UBS Group
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WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Braun Stacey Associates's SCHD Position: Q2 2026 in Review

Braun Stacey Associates sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 6,606 shares — an estimated $203K sold.

Braun Stacey Associates first reported a position in SCHD in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Braun Stacey Associates reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Braun Stacey Associates sold 6,606 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $203K.
  • Braun Stacey Associates first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and held it in 1 quarter.
  • Braun Stacey Associates's Schwab US Dividend Equity ETF position peaked at $203K in Q1 2026.
  • 2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Braun Stacey Associates's 13F filing for Q2 2026, filed 5 Aug 2026.