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Newbridge Financial Services Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Newbridge Financial Services 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 		$89.8K Sell
2,833
-143
-5% -$4.54K 0.01% 353
2026
Q1 		$91.3K Buy
2,976
+1,705
+134% +$51.7K 0.02% 328
2025
Q4 		$34.9K Sell
1,271
-28
-2% -$761 0.01% 513
2025
Q3 		$35.5K Buy
1,299
+24
+2% +$655 0.01% 587
2025
Q2 		$33.8K Sell
1,275
-236
-16% -$6.16K 0.01% 584
2025
Q1 		$42.3K Sell
1,511
-10,022
-87% -$279K 0.01% 403
2024
Q4 		$315K Buy
+11,533
New +$328K 0.08% 165
2024
Q3 		– Sell
-4,518
Closed -$117K – 1022
2024
Q2 		$117K Sell
4,518
-33
-0.7% -$859 0.04% 246
2024
Q1 		$122K Sell
4,551
-1,836
-29% -$47.4K 0.05% 261
2023
Q4 		$162K Sell
6,387
-1,017
-14% -$24.2K 0.08% 218
2023
Q3 		$175K Sell
7,404
-813
-10% -$19.9K 0.09% 202
2023
Q2 		$199K Sell
8,217
-3,042
-27% -$72.7K 0.1% 204
2023
Q1 		$275K Buy
11,259
+498
+5% +$12.4K 0.15% 145
2022
Q4 		$271K Buy
10,761
+477
+5% +$11.8K 0.16% 136
2022
Q3 		$228K Sell
10,284
-174
-2% -$4.23K 0.13% 169
2022
Q2 		$250K Buy
10,458
+1,308
+14% +$33.3K 0.16% 139
2022
Q1 		$241K Buy
9,150
+33
+0.4% +$864 0.12% 166
2021
Q4 		$246K Sell
9,117
-453
-5% -$11.8K 0.12% 178
2021
Q3 		$237K Sell
9,570
-252
-3% -$6.41K 0.15% 153
2021
Q2 		$248K Buy
9,822
+6,555
+201% +$166K 0.15% 146
2021
Q1 		$79K Buy
3,267
+21
+0.6% +$478 0.06% 296
2020
Q4 		$69K Buy
3,246
+12
+0.4% +$243 0.06% 267
2020
Q3 		$60K Buy
+3,234
New +$59.5K 0.06% 284

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Newbridge Financial Services Group's SCHD Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.8% in Q2 2026, selling an estimated $4.54K and leaving 2,833 shares worth $89.8K. The position accounts for 0.01% of the portfolio, ranked #353.

Newbridge Financial Services Group first reported a position in SCHD in Q3 2020 and has held it in 23 quarters since. The position peaked at $315K in Q4 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Newbridge Financial Services Group held 2,833 shares of Schwab US Dividend Equity ETF worth $89.8K as of Q2 2026.
  • Newbridge Financial Services Group sold 143 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.54K.
  • Schwab US Dividend Equity ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #353 holding.
  • Newbridge Financial Services Group first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Schwab US Dividend Equity ETF position peaked at $315K in Q4 2024.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.