May Barnhard Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History

May Barnhard Investments’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	$784K	Sell	24,712 -2,005	-8%	-$63.6K	0.32%	52
2026 Q1	$820K	Sell	26,717 -5,463	-17%	-$166K	0.4%	45
2025 Q4	$883K	Buy	32,180 +3,723	+13%	+$101K	0.42%	43
2025 Q3	$777K	Buy	28,457 +337	+1%	+$9.19K	0.36%	49
2025 Q2	$745K	Sell	28,120 -204	-0.7%	-$5.33K	0.35%	50
2025 Q1	$792K	Buy	28,324 +447	+2%	+$12.5K	0.4%	47
2024 Q4	$762K	Buy	27,877 +6,691	+32%	+$190K	0.36%	51
2024 Q3	$597K	Buy	21,186 +12,099	+133%	+$330K	0.29%	53
2024 Q2	$236K	Sell	9,087 -1,752	-16%	-$45.6K	0.12%	77
2024 Q1	$291K	Buy	10,839 +81	+0.8%	+$2.09K	0.15%	67
2023 Q4	$273K	Buy	+10,758	New	+$256K	0.14%	67

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

May Barnhard Investments's SCHD Position: Q2 2026 in Review

May Barnhard Investments reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.5% in Q2 2026, selling an estimated $63.6K and leaving 24,712 shares worth $784K. The position accounts for 0.32% of the portfolio, ranked #52.

May Barnhard Investments first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $883K in Q4 2025. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

May Barnhard Investments held 24,712 shares of Schwab US Dividend Equity ETF worth $784K as of Q2 2026.
May Barnhard Investments sold 2,005 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $63.6K.
Schwab US Dividend Equity ETF made up 0.32% of May Barnhard Investments's portfolio in Q2 2026, its #52 holding.
May Barnhard Investments first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's Schwab US Dividend Equity ETF position peaked at $883K in Q4 2025.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.