Brick & Kyle Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Brick & Kyle 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	$631K	Hold	20,561	–	–	0.21%	52
2026 Q1	$631K	Sell	20,561 -1,207	-6%	-$36.6K	0.21%	52
2025 Q4	$597K	Buy	21,768 +615	+3%	+$16.7K	0.21%	51
2025 Q3	$577K	Buy	21,153 +56	+0.3%	+$1.53K	0.21%	50
2025 Q2	$578K	Buy	21,097 +7,077	+50%	+$185K	0.26%	47
2025 Q1	$388K	Buy	14,020 +35	+0.3%	+$976	0.18%	53
2024 Q4	$382K	Sell	13,985 -1,047,589	-99%	-$29.8M	0.16%	55
2024 Q3	$393K	Buy	1,061,574 +1,047,921	+7,675%	+$28.5M	0.17%	51
2024 Q2	$354K	Buy	13,653 +390	+3%	+$10.2K	0.15%	58
2024 Q1	$352K	Sell	13,263 -1,545	-10%	-$39.9K	0.16%	56
2023 Q4	$376K	Sell	14,808 -258	-2%	-$6.15K	0.19%	53
2023 Q3	$355K	Sell	15,066 -654	-4%	-$16K	0.19%	55
2023 Q2	$381K	Buy	15,720 +36	+0.2%	+$860	0.2%	52
2023 Q1	$383K	Buy	15,684 +30	+0.2%	+$750	0.22%	51
2022 Q4	$394K	Buy	15,654 +1,191	+8%	+$29.4K	0.23%	53
2022 Q3	$322K	Buy	14,463 +24	+0.2%	+$583	0.2%	54
2022 Q2	$343K	Sell	14,439 -1,032	-7%	-$26.3K	0.19%	55
2022 Q1	$407K	Buy	15,471 +2,100	+16%	+$55K	0.2%	52
2021 Q4	$360K	Buy	+13,371	New	+$347K	0.08%	60
2017 Q2	–	Sell	-2,571	Closed	-$38K	–	310
2017 Q1	$38K	Buy	2,571 +9	+0.4%	+$133	0.03%	205
2016 Q4	$37K	Buy	+2,562	New	+$36.4K	0.03%	208

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Brick & Kyle Associates's SCHD Position: Q2 2026 in Review

Brick & Kyle Associates held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 20,561 shares worth $631K. The position accounts for 0.21% of the portfolio, ranked #52.

Brick & Kyle Associates first reported a position in SCHD in Q4 2016 and has held it in 21 quarters since. 1,944 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Brick & Kyle Associates held 20,561 shares of Schwab US Dividend Equity ETF worth $631K as of Q2 2026.
Brick & Kyle Associates left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.21% of Brick & Kyle Associates's portfolio in Q2 2026, its #52 holding.
Brick & Kyle Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and has held it in 21 quarters since.
1,944 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Brick & Kyle Associates's 13F filing for Q2 2026, filed 6 Aug 2026.