Neuberger Berman Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Neuberger Berman Group’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	$3.8M	Buy	119,865 +11,620	+11%	+$369K	﹤0.01%	1109
2026 Q1	$3.32M	Sell	108,245 -3,528	-3%	-$107K	﹤0.01%	1058
2025 Q4	$3.07M	Sell	111,773 -2,321	-2%	-$63.1K	﹤0.01%	1075
2025 Q3	$3.11M	Buy	114,094 +8,135	+8%	+$222K	﹤0.01%	1059
2025 Q2	$2.81M	Buy	105,959 +21,556	+26%	+$563K	﹤0.01%	1095
2025 Q1	$2.36M	Buy	+84,403	New	+$2.35M	﹤0.01%	1092
2024 Q4	–	Sell	-8,100	Closed	-$228K	–	2006
2024 Q3	$228K	Sell	8,100 -3,000	-27%	-$81.7K	﹤0.01%	1765
2024 Q2	$288K	Buy	11,100 +1,830	+20%	+$47.6K	﹤0.01%	1655
2024 Q1	$249K	Sell	9,270 -12,090	-57%	-$312K	﹤0.01%	1697
2023 Q4	$542K	Buy	21,360 +8,445	+65%	+$201K	﹤0.01%	1683
2023 Q3	$305K	Buy	12,915 +4,605	+55%	+$113K	﹤0.01%	1597
2023 Q2	$201K	Buy	+8,310	New	+$199K	﹤0.01%	1706
2022 Q1	–	Sell	-38,610	Closed	-$1.04M	–	1972
2021 Q4	$1.04M	Buy	+38,610	New	+$1M	﹤0.01%	1346

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Neuberger Berman Group's SCHD Position: Q2 2026 in Review

Neuberger Berman Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q2 2026, buying an estimated $369K and bringing the position to 119,865 shares worth $3.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Neuberger Berman Group first reported a position in SCHD in Q4 2021 and has held it in 13 quarters since. 2,156 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Neuberger Berman Group held 119,865 shares of Schwab US Dividend Equity ETF worth $3.8M as of Q2 2026.
Neuberger Berman Group bought 11,620 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $369K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1109 holding.
Neuberger Berman Group first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 13 quarters since.
2,156 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.