Bravera Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bravera Wealth’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	$3.42M	Sell	107,824 -1,325	-1%	-$42K	1.31%	21
2026 Q1	$3.35M	Sell	109,149 -10,326	-9%	-$313K	1.51%	17
2025 Q4	$3.28M	Buy	+119,475	New	+$3.25M	1.64%	17

Other funds holding SCHD

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

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

Wealth Enhancement Advisory Services

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

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

Mirae Asset Global Investments

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

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

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

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

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

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

Bravera Wealth's SCHD Position: Q2 2026 in Review

Bravera Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q2 2026, selling an estimated $42K and leaving 107,824 shares worth $3.42M. The position accounts for 1.31% of the portfolio, ranked #21.

Bravera Wealth first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Bravera Wealth held 107,824 shares of Schwab US Dividend Equity ETF worth $3.42M as of Q2 2026.
Bravera Wealth sold 1,325 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $42K.
Schwab US Dividend Equity ETF made up 1.31% of Bravera Wealth's portfolio in Q2 2026, its #21 holding.
Bravera Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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