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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bulwark Capital's SCHD Position: Q2 2026 in Review

Bulwark Capital reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.27% in Q2 2026, selling an estimated $793 and leaving 9,204 shares worth $292K. The position accounts for 0.16% of the portfolio, ranked #50.

Bulwark Capital first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.54M in Q2 2025. 1,179 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Bulwark Capital held 9,204 shares of Schwab US Dividend Equity ETF worth $292K as of Q2 2026.
Bulwark Capital sold 25 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $793.
Schwab US Dividend Equity ETF made up 0.16% of Bulwark Capital's portfolio in Q2 2026, its #50 holding.
Bulwark Capital first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
Bulwark Capital's Schwab US Dividend Equity ETF position peaked at $1.54M in Q2 2025.
1,179 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.