Bull Oak Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bull Oak Capital’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	$227K	Buy	7,173 +209	+3%	+$6.63K	0.08%	38
2026 Q1	$214K	Buy	+6,964	New	+$211K	0.08%	38
2025 Q3	–	Sell	-7,864	Closed	-$208K	–	33
2025 Q2	$208K	Buy	+7,864	New	+$205K	0.09%	30
2025 Q1	–	Sell	-8,102	Closed	-$221K	–	27
2024 Q4	$221K	Sell	8,102 -526	-6%	-$15K	0.12%	22
2024 Q3	$243K	Buy	+8,628	New	+$235K	0.14%	24

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

Bull Oak Capital's SCHD Position: Q2 2026 in Review

Bull Oak Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 3% in Q2 2026, buying an estimated $6.63K and bringing the position to 7,173 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #38.

Bull Oak Capital first reported a position in SCHD in Q3 2024 and has held it in 5 quarters since. The position peaked at $243K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Bull Oak Capital held 7,173 shares of Schwab US Dividend Equity ETF worth $227K as of Q2 2026.
Bull Oak Capital bought 209 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $6.63K.
Schwab US Dividend Equity ETF made up 0.08% of Bull Oak Capital's portfolio in Q2 2026, its #38 holding.
Bull Oak Capital first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 5 quarters since.
Bull Oak Capital's Schwab US Dividend Equity ETF position peaked at $243K in Q3 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.