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

BXM Wealth’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 		$4.11M Buy
129,752
+6
+0% +$190 2.24% 7
2026
Q1 		$3.98M Sell
129,746
-4,952
-4% -$150K 3.06% 6
2025
Q4 		$3.69M Buy
134,698
+84,985
+171% +$2.31M 2.85% 6
2025
Q3 		$1.3M Sell
49,713
-7,563
-13% -$206K 1.23% 21
2025
Q2 		$1.52M Buy
57,276
+9,992
+21% +$261K 1.8% 14
2025
Q1 		$1.31M Buy
47,284
+2,081
+5% +$58K 1.58% 20
2024
Q4 		$1.23M Buy
+45,203
New +$1.29M 1.73% 17

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

BXM Wealth's SCHD Position: Q2 2026 in Review

BXM Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 0% in Q2 2026, buying an estimated $190 and bringing the position to 129,752 shares worth $4.11M. The position accounts for 2.24% of the portfolio, ranked #7.

BXM Wealth first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 777 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • BXM Wealth held 129,752 shares of Schwab US Dividend Equity ETF worth $4.11M as of Q2 2026.
  • BXM Wealth bought 6 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $190.
  • Schwab US Dividend Equity ETF made up 2.24% of BXM Wealth's portfolio in Q2 2026, its #7 holding.
  • BXM Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 777 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.