Byrne Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Byrne Asset 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	$25.6K	Buy	+806	New	+$25.6K	0.01%	346
2024 Q3	–	Sell	-5,481	Closed	-$141K	–	566
2024 Q2	$141K	Buy	+5,481	New	+$143K	0.1%	131
2024 Q1	–	Sell	-5,481	Closed	-$142K	–	134
2023 Q4	$139K	Hold	5,481	–	–	0.11%	127
2023 Q3	$129K	Buy	+5,481	New	+$134K	0.11%	126
2023 Q2	–	Sell	-6,426	Closed	-$154K	–	165
2023 Q1	$157K	Buy	6,426 +5,481	+580%	+$137K	0.11%	143
2022 Q4	$23.8K	Buy	+945	New	+$23.3K	0.02%	299

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 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 Seoul, South Korea $67.7B AUM 51.91% 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

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Byrne Asset Management's SCHD Position: Q2 2026 in Review

Byrne Asset Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 806 shares worth $25.6K. The stake represents 0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: Byrne Asset Management previously reported a position in SCHD as recently as Q2 2024.

Byrne Asset Management first reported a position in SCHD in Q4 2022 and has held it in 6 quarters since. The position peaked at $157K in Q1 2023. 683 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Byrne Asset Management held 806 shares of Schwab US Dividend Equity ETF worth $25.6K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Byrne Asset Management position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Byrne Asset Management's portfolio in Q2 2026, its #346 holding.
Byrne Asset Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 6 quarters since.
Byrne Asset Management's Schwab US Dividend Equity ETF position peaked at $157K in Q1 2023.
683 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.