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

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

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. 2,140 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.
2,140 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.