Johnson Bixby & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Johnson Bixby & Associates’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	$306K	Hold	9,642	–	–	0.03%	110
2026 Q1	$296K	Hold	9,642	–	–	0.04%	103
2025 Q4	$264K	Hold	9,642	–	–	0.03%	102
2025 Q3	$263K	Sell	9,642 -950	-9%	-$25.9K	0.03%	103
2025 Q2	$281K	Hold	10,592	–	–	0.04%	97
2025 Q1	$296K	Sell	10,592 -2,135	-17%	-$59.5K	0.04%	92
2024 Q4	$348K	Buy	12,727 +4	+0%	+$114	0.05%	82
2024 Q3	$359K	Buy	12,723 +882	+7%	+$24K	0.05%	80
2024 Q2	$307K	Sell	11,841 -183	-2%	-$4.76K	0.05%	86
2024 Q1	$323K	Buy	12,024 +6	+0%	+$155	0.06%	88
2023 Q4	$305K	Sell	12,018 -168	-1%	-$4K	0.06%	85
2023 Q3	$287K	Buy	+12,186	New	+$299K	0.06%	81

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

Johnson Bixby & Associates's SCHD Position: Q2 2026 in Review

Johnson Bixby & Associates held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 9,642 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #110.

Johnson Bixby & Associates first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. The position peaked at $359K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Johnson Bixby & Associates held 9,642 shares of Schwab US Dividend Equity ETF worth $306K as of Q2 2026.
Johnson Bixby & Associates left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.03% of Johnson Bixby & Associates's portfolio in Q2 2026, its #110 holding.
Johnson Bixby & Associates first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
Johnson Bixby & Associates's Schwab US Dividend Equity ETF position peaked at $359K in Q3 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.