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

Bullock 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	$180K	Buy	5,656 +98	+2%	+$3.11K	0.08%	184
2026 Q1	$170K	Buy	5,558 +447	+9%	+$13.6K	0.09%	179
2025 Q4	$140K	Buy	5,111 +34	+0.7%	+$924	0.07%	193
2025 Q3	$140K	Buy	5,077 +32	+0.6%	+$873	0.07%	186
2025 Q2	$136K	Sell	5,045 -1,202	-19%	-$31.4K	0.07%	178
2025 Q1	$174K	Buy	6,247 +41	+0.7%	+$1.14K	0.1%	159
2024 Q4	$170K	Sell	6,206 -637	-9%	-$18.1K	0.1%	164
2024 Q3	$193K	Buy	6,843 +42	+0.6%	+$1.14K	0.12%	149
2024 Q2	$176K	Sell	6,801 -345	-5%	-$8.98K	0.12%	148
2024 Q1	$191K	Buy	+7,146	New	+$185K	0.13%	143

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 22.9% 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

Bullock Wealth Management's SCHD Position: Q2 2026 in Review

Bullock Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.8% in Q2 2026, buying an estimated $3.11K and bringing the position to 5,656 shares worth $180K. The position accounts for 0.08% of the portfolio, ranked #184.

Bullock Wealth Management first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. The position peaked at $193K in Q3 2024. 2,146 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Bullock Wealth Management held 5,656 shares of Schwab US Dividend Equity ETF worth $180K as of Q2 2026.
Bullock Wealth Management bought 98 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.11K.
Schwab US Dividend Equity ETF made up 0.08% of Bullock Wealth Management's portfolio in Q2 2026, its #184 holding.
Bullock Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Schwab US Dividend Equity ETF position peaked at $193K in Q3 2024.
2,146 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.