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

BSW Wealth Partners’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	$611K	Sell	19,263 -2,364	-11%	-$75K	0.07%	161
2026 Q1	$664K	Buy	21,627 +13,649	+171%	+$414K	0.08%	146
2025 Q4	$219K	Sell	7,978 -86	-1%	-$2.34K	0.03%	296
2025 Q3	$220K	Buy	8,064 +150	+2%	+$4.09K	0.03%	301
2025 Q2	$210K	Sell	7,914 -1,509	-16%	-$39.4K	0.03%	300
2025 Q1	$263K	Buy	+9,423	New	+$263K	0.04%	250
2024 Q4	–	Sell	-7,818	Closed	-$220K	–	326
2024 Q3	$220K	Sell	7,818 -78	-1%	-$2.13K	0.03%	277
2024 Q2	$205K	Hold	7,896	–	–	0.03%	278
2024 Q1	$212K	Buy	+7,896	New	+$204K	0.04%	273
2022 Q1	–	Sell	-7,500	Closed	-$202K	–	307
2021 Q4	$202K	Buy	+7,500	New	+$195K	0.05%	249

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

BSW Wealth Partners's SCHD Position: Q2 2026 in Review

BSW Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q2 2026, selling an estimated $75K and leaving 19,263 shares worth $611K. The position accounts for 0.07% of the portfolio, ranked #161.

BSW Wealth Partners first reported a position in SCHD in Q4 2021 and has held it in 10 quarters since. The position peaked at $664K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

BSW Wealth Partners held 19,263 shares of Schwab US Dividend Equity ETF worth $611K as of Q2 2026.
BSW Wealth Partners sold 2,364 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $75K.
Schwab US Dividend Equity ETF made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #161 holding.
BSW Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 10 quarters since.
BSW Wealth Partners's Schwab US Dividend Equity ETF position peaked at $664K in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.