Bridgewealth Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bridgewealth Advisory 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 Q1	$510K	Sell	16,615 -1,025	-6%	-$31.1K	0.11%	80
2025 Q4	$484K	Sell	17,640 -1,172	-6%	-$31.9K	0.11%	78
2025 Q3	$514K	Sell	18,812 -2,104	-10%	-$57.4K	0.12%	66
2025 Q2	$554K	Sell	20,916 -3,463	-14%	-$90.4K	0.14%	66
2025 Q1	$682K	Sell	24,379 -268,368	-92%	-$7.48M	0.9%	32
2024 Q4	$8.15M	Sell	292,747 -88,445	-23%	-$2.51M	2.3%	14
2024 Q3	$10.7M	Buy	381,192 +39,327	+12%	+$1.07M	3.9%	8
2024 Q2	$8.86M	Buy	341,865 +36,003	+12%	+$937K	3.92%	7
2024 Q1	$8.22M	Buy	305,862 +165,558	+118%	+$4.28M	4.02%	7
2023 Q4	$3.56M	Buy	140,304 +85,419	+156%	+$2.04M	2.73%	10
2023 Q3	$1.29M	Buy	54,885 +30,069	+121%	+$738K	1.59%	16
2023 Q2	$601K	Buy	24,816 +5,631	+29%	+$135K	0.98%	23
2023 Q1	$468K	Sell	19,185 -5,058	-21%	-$126K	0.86%	25
2022 Q4	$610K	Buy	+24,243	New	+$598K	1.2%	17

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bridgewealth Advisory Group's SCHD Position: Q1 2026 in Review

Bridgewealth Advisory Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.8% in Q1 2026, selling an estimated $31.1K and leaving 16,615 shares worth $510K. The position accounts for 0.11% of the portfolio, ranked #80.

Bridgewealth Advisory Group first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.7M in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Bridgewealth Advisory Group held 16,615 shares of Schwab US Dividend Equity ETF worth $510K as of Q1 2026.
Bridgewealth Advisory Group sold 1,025 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $31.1K.
Schwab US Dividend Equity ETF made up 0.11% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #80 holding.
Bridgewealth Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
Bridgewealth Advisory Group's Schwab US Dividend Equity ETF position peaked at $10.7M in Q3 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.