Chris Bulman’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Chris Bulman’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	$6.79M	Buy	214,147 +35,899	+20%	+$1.14M	2.48%	9
2026 Q1	$5.47M	Buy	178,248 +18,629	+12%	+$565K	2.4%	10
2025 Q4	$4.38M	Sell	159,619 -58,979	-27%	-$1.6M	1.94%	13
2025 Q3	$5.97M	Buy	218,598 +49,143	+29%	+$1.34M	2.99%	8
2025 Q2	$4.49M	Buy	169,455 +49,270	+41%	+$1.29M	2.56%	11
2025 Q1	$3.36M	Buy	120,185 +47,893	+66%	+$1.34M	2.12%	11
2024 Q4	$1.98M	Buy	72,292 +44,344	+159%	+$1.26M	1.26%	23
2024 Q3	$787K	Buy	+27,948	New	+$761K	0.54%	43

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 22.96% 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

Chris Bulman's SCHD Position: Q2 2026 in Review

Chris Bulman increased its Schwab US Dividend Equity ETF (SCHD) stake by 20% in Q2 2026, buying an estimated $1.14M and bringing the position to 214,147 shares worth $6.79M. The position accounts for 2.48% of the portfolio, ranked #9.

Chris Bulman first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Chris Bulman held 214,147 shares of Schwab US Dividend Equity ETF worth $6.79M as of Q2 2026.
Chris Bulman bought 35,899 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.14M.
Schwab US Dividend Equity ETF made up 2.48% of Chris Bulman's portfolio in Q2 2026, its #9 holding.
Chris Bulman first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.