JBR Co Financial Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

JBR Co Financial 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	$832K	Sell	26,252 -6,933	-21%	-$220K	0.3%	65
2026 Q1	$910K	Hold	33,185	–	–	0.38%	56
2025 Q4	$910K	Sell	33,185 -2,450	-7%	-$66.6K	0.38%	56
2025 Q3	$973K	Sell	35,635 -2,990	-8%	-$81.6K	0.41%	51
2025 Q2	$1.02M	Sell	38,625 -11,572	-23%	-$302K	0.51%	46
2025 Q1	$1.4M	Buy	50,197 +289	+0.6%	+$8.06K	0.82%	36
2024 Q4	$1.36M	Buy	49,908 +6,063	+14%	+$172K	0.83%	33
2024 Q3	$1.24M	Sell	43,845 -2,424	-5%	-$66K	0.81%	34
2024 Q2	$1.2M	Sell	46,269 -15,744	-25%	-$410K	0.84%	29
2024 Q1	$1.67M	Sell	62,013 -37,422	-38%	-$967K	1.33%	23
2023 Q4	$2.52M	Buy	+99,435	New	+$2.37M	2.37%	11

Other funds holding SCHD

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

JBR Co Financial Management's SCHD Position: Q2 2026 in Review

JBR Co Financial Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 21% in Q2 2026, selling an estimated $220K and leaving 26,252 shares worth $832K. The position accounts for 0.3% of the portfolio, ranked #65.

JBR Co Financial Management first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.52M in Q4 2023. 1,049 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

JBR Co Financial Management held 26,252 shares of Schwab US Dividend Equity ETF worth $832K as of Q2 2026.
JBR Co Financial Management sold 6,933 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $220K.
Schwab US Dividend Equity ETF made up 0.3% of JBR Co Financial Management's portfolio in Q2 2026, its #65 holding.
JBR Co Financial Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
JBR Co Financial Management's Schwab US Dividend Equity ETF position peaked at $2.52M in Q4 2023.
1,049 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.