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

Bulwark 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 Q3	$294K	Sell	9,045 -159	-2%	-$5.36K	0.16%	52
2026 Q2	$292K	Sell	9,204 -25	-0.3%	-$793	0.16%	50
2026 Q1	$283K	Sell	9,229 -2,044	-18%	-$62K	0.17%	48
2025 Q4	$309K	Sell	11,273 -2,773	-20%	-$75.4K	0.22%	47
2025 Q3	$383K	Sell	14,046 -44,228	-76%	-$1.21M	0.3%	41
2025 Q2	$1.54M	Buy	+58,274	New	+$1.52M	1.3%	23

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Bulwark Capital's SCHD Position: Q3 2026 in Review

Bulwark Capital reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q3 2026, selling an estimated $5.36K and leaving 9,045 shares worth $294K. The position accounts for 0.16% of the portfolio, ranked #52.

Bulwark Capital first reported a position in SCHD in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.54M in Q2 2025. 1,445 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Bulwark Capital held 9,045 shares of Schwab US Dividend Equity ETF worth $294K as of Q3 2026.
Bulwark Capital sold 159 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $5.36K.
Schwab US Dividend Equity ETF made up 0.16% of Bulwark Capital's portfolio in Q3 2026, its #52 holding.
Bulwark Capital first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 6 quarters since.
Bulwark Capital's Schwab US Dividend Equity ETF position peaked at $1.54M in Q2 2025.
1,445 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.