Builder Investment Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Builder Investment 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 Q2	$775K	Sell	24,454 -256	-1%	-$8.12K	0.15%	61
2026 Q1	$758K	Sell	24,710 -1,447	-6%	-$43.9K	0.16%	60
2025 Q4	$717K	Buy	26,157 +39	+0.1%	+$1.06K	0.16%	64
2025 Q3	$713K	Buy	26,118 +43	+0.2%	+$1.17K	0.16%	61
2025 Q2	$691K	Buy	26,075 +25	+0.1%	+$653	0.17%	60
2025 Q1	$728K	Buy	26,050 +22	+0.1%	+$613	0.21%	56
2024 Q4	$711K	Buy	26,028 +33	+0.1%	+$938	0.19%	56
2024 Q3	$732K	Buy	25,995 +63	+0.2%	+$1.72K	0.2%	56
2024 Q2	$672K	Buy	25,932 +282	+1%	+$7.34K	0.18%	56
2024 Q1	$689K	Buy	25,650 +1,596	+7%	+$41.2K	0.2%	54
2023 Q4	$610K	Buy	24,054 +24	+0.1%	+$572	0.22%	55
2023 Q3	$567K	Buy	24,030 +6	+0%	+$147	0.22%	56
2023 Q2	$582K	Buy	24,024 +87	+0.4%	+$2.08K	0.23%	54
2023 Q1	$584K	Buy	23,937 +3	+0%	+$75	0.25%	52
2022 Q4	$603K	Buy	+23,934	New	+$591K	0.29%	51

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Builder Investment Group's SCHD Position: Q2 2026 in Review

Builder Investment Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1% in Q2 2026, selling an estimated $8.12K and leaving 24,454 shares worth $775K. The position accounts for 0.15% of the portfolio, ranked #61.

Builder Investment Group first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 535 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Builder Investment Group held 24,454 shares of Schwab US Dividend Equity ETF worth $775K as of Q2 2026.
Builder Investment Group sold 256 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $8.12K.
Schwab US Dividend Equity ETF made up 0.15% of Builder Investment Group's portfolio in Q2 2026, its #61 holding.
Builder Investment Group first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
535 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.