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

Brown Wealth Management’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	$804K	Buy	25,354 +9,511	+60%	+$302K	0.18%	62
2026 Q1	$486K	Buy	15,843 +70	+0.4%	+$2.12K	0.12%	73
2025 Q4	$433K	Hold	15,773	–	–	0.11%	72
2025 Q3	$431K	Hold	15,773	–	–	0.12%	73
2025 Q2	$418K	Hold	15,773	–	–	0.13%	70
2025 Q1	$441K	Hold	15,773	–	–	0.15%	63
2024 Q4	$431K	Buy	+15,773	New	+$448K	0.15%	54

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 Wealth Management's SCHD Position: Q2 2026 in Review

Brown Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 60% in Q2 2026, buying an estimated $302K and bringing the position to 25,354 shares worth $804K. The position accounts for 0.18% of the portfolio, ranked #62.

Brown Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Brown Wealth Management held 25,354 shares of Schwab US Dividend Equity ETF worth $804K as of Q2 2026.
Brown Wealth Management bought 9,511 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $302K.
Schwab US Dividend Equity ETF made up 0.18% of Brown Wealth Management's portfolio in Q2 2026, its #62 holding.
Brown Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.