Onyx Bridge Wealth Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Onyx Bridge Wealth 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	$5.58M	Buy	175,970 +1,215	+0.7%	+$38.5K	0.5%	49
2026 Q1	$5.36M	Sell	174,755 -1,994	-1%	-$60.5K	0.58%	45
2025 Q4	$4.85M	Sell	176,749 -363,277	-67%	-$9.88M	0.52%	50
2025 Q3	$14.7M	Buy	540,026 +8,697	+2%	+$237K	1.6%	12
2025 Q2	$14.1M	Buy	531,329 +15,759	+3%	+$412K	1.86%	11
2025 Q1	$14.4M	Buy	515,570 +38,262	+8%	+$1.07M	2.07%	9
2024 Q4	$13M	Buy	477,308 +51,518	+12%	+$1.46M	1.88%	11
2024 Q3	$12M	Buy	425,790 +36,573	+9%	+$996K	1.81%	14
2024 Q2	$10.1M	Buy	389,217 +52,188	+15%	+$1.36M	1.66%	14
2024 Q1	$8.7M	Buy	337,029 +118,212	+54%	+$3.05M	1.55%	14
2023 Q4	$5.55M	Buy	218,817 +41,340	+23%	+$985K	1.12%	24
2023 Q3	$4.19M	Buy	177,477 +65,037	+58%	+$1.6M	0.98%	22
2023 Q2	$2.72M	Buy	+112,440	New	+$2.69M	0.65%	32

Other funds holding SCHD

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Onyx Bridge Wealth Group's SCHD Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.7% in Q2 2026, buying an estimated $38.5K and bringing the position to 175,970 shares worth $5.58M. The position accounts for 0.5% of the portfolio, ranked #49.

Onyx Bridge Wealth Group first reported a position in SCHD in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.7M in Q3 2025. 848 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Onyx Bridge Wealth Group held 175,970 shares of Schwab US Dividend Equity ETF worth $5.58M as of Q2 2026.
Onyx Bridge Wealth Group bought 1,215 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $38.5K.
Schwab US Dividend Equity ETF made up 0.5% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #49 holding.
Onyx Bridge Wealth Group first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 13 quarters since.
Onyx Bridge Wealth Group's Schwab US Dividend Equity ETF position peaked at $14.7M in Q3 2025.
848 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.