Brown Brothers Harriman & Co’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Brown Brothers Harriman & Co’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	$4.7M	Buy	148,062 +49	+0%	+$1.55K	0.02%	229
2026 Q1	$4.54M	Buy	148,013 +6,453	+5%	+$196K	0.02%	209
2025 Q4	$3.88M	Buy	141,560 +46,490	+49%	+$1.26M	0.02%	198
2025 Q3	$2.6M	Sell	95,070 -4,203	-4%	-$115K	0.02%	226
2025 Q2	$2.63M	Hold	99,273	–	–	0.02%	213
2025 Q1	$2.78M	Hold	99,273	–	–	0.02%	193
2024 Q4	$2.71M	Sell	99,273 -5,823	-6%	-$166K	0.02%	198
2024 Q3	$2.96M	Buy	105,096 +100,239	+2,064%	+$2.73M	0.02%	191
2024 Q2	$126K	Sell	4,857 -2,628	-35%	-$68.4K	﹤0.01%	620
2024 Q1	$201K	Buy	7,485 +7,365	+6,138%	+$190K	﹤0.01%	523
2023 Q4	$3.04K	Buy	+120	New	+$2.86K	﹤0.01%	1037
2022 Q1	–	Sell	-11,748	Closed	-$317K	–	1301
2021 Q4	$317K	Buy	+11,748	New	+$305K	﹤0.01%	403

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

Brown Brothers Harriman & Co's SCHD Position: Q2 2026 in Review

Brown Brothers Harriman & Co increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.03% in Q2 2026, buying an estimated $1.55K and bringing the position to 148,062 shares worth $4.7M. The position accounts for 0.02% of the portfolio, ranked #229.

Brown Brothers Harriman & Co first reported a position in SCHD in Q4 2021 and has held it in 12 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Brown Brothers Harriman & Co held 148,062 shares of Schwab US Dividend Equity ETF worth $4.7M as of Q2 2026.
Brown Brothers Harriman & Co bought 49 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.55K.
Schwab US Dividend Equity ETF made up 0.02% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #229 holding.
Brown Brothers Harriman & Co first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 12 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.