Strategic Blueprint’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Strategic Blueprint’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	$7.69M	Buy	242,501 +5,777	+2%	+$183K	0.38%	68
2026 Q1	$7.26M	Buy	236,724 +11,889	+5%	+$361K	0.42%	64
2025 Q4	$6.17M	Sell	224,835 -73,064	-25%	-$1.99M	0.36%	68
2025 Q3	$8.13M	Sell	297,899 -159,567	-35%	-$4.35M	0.35%	73
2025 Q2	$12.1M	Sell	457,466 -25,463	-5%	-$665K	0.6%	37
2025 Q1	$13.5M	Sell	482,929 -362	-0.1%	-$10.1K	0.74%	30
2024 Q4	$13.2M	Sell	483,291 -2,913	-0.6%	-$82.8K	0.78%	27
2024 Q3	$13.7M	Buy	486,204 +17,337	+4%	+$472K	0.85%	23
2024 Q2	$12.2M	Buy	468,867 +68,157	+17%	+$1.77M	0.83%	21
2024 Q1	$10.8M	Buy	400,710 +22,881	+6%	+$591K	0.76%	27
2023 Q4	$9.59M	Buy	377,829 +8,649	+2%	+$206K	0.79%	25
2023 Q3	$8.71M	Buy	369,180 +24,684	+7%	+$606K	0.8%	27
2023 Q2	$8.34M	Buy	344,496 +1,977	+0.6%	+$47.2K	0.79%	28
2023 Q1	$8.35M	Buy	342,519 +30,663	+10%	+$767K	0.86%	27
2022 Q4	$7.85M	Buy	311,856 +51,834	+20%	+$1.28M	0.91%	20
2022 Q3	$5.76M	Buy	260,022 +39,447	+18%	+$958K	0.69%	30
2022 Q2	$5.27M	Buy	220,575 +37,425	+20%	+$952K	0.65%	28
2022 Q1	$4.82M	Buy	183,150 +71,166	+64%	+$1.86M	0.56%	41
2021 Q4	$3.02M	Buy	111,984 +21,093	+23%	+$548K	0.38%	60
2021 Q3	$2.25M	Buy	90,891 +33,006	+57%	+$839K	0.35%	66
2021 Q2	$1.46M	Buy	57,885 +21,948	+61%	+$554K	0.23%	93
2021 Q1	$873K	Buy	35,937 +13,629	+61%	+$310K	0.19%	119
2020 Q4	$477K	Sell	22,308 -426	-2%	-$8.64K	0.12%	146
2020 Q3	$419K	Buy	22,734 +1,209	+6%	+$22.2K	0.13%	137
2020 Q2	$371K	Hold	21,525	–	–	0.13%	112
2020 Q1	$323K	Hold	21,525	–	–	0.19%	85
2019 Q4	$416K	Buy	21,525 +1,800	+9%	+$33.7K	0.29%	54
2019 Q3	$360K	Buy	19,725 +1,773	+10%	+$31.7K	0.27%	47
2019 Q2	$318K	Buy	17,952 +6,177	+52%	+$109K	0.27%	53
2019 Q1	$205K	Buy	+11,775	New	+$198K	0.19%	68

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

Strategic Blueprint's SCHD Position: Q2 2026 in Review

Strategic Blueprint increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.4% in Q2 2026, buying an estimated $183K and bringing the position to 242,501 shares worth $7.69M. The position accounts for 0.38% of the portfolio, ranked #68.

Strategic Blueprint first reported a position in SCHD in Q1 2019 and has held it in 30 quarters since. The position peaked at $13.7M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Strategic Blueprint held 242,501 shares of Schwab US Dividend Equity ETF worth $7.69M as of Q2 2026.
Strategic Blueprint bought 5,777 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $183K.
Schwab US Dividend Equity ETF made up 0.38% of Strategic Blueprint's portfolio in Q2 2026, its #68 holding.
Strategic Blueprint first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 30 quarters since.
Strategic Blueprint's Schwab US Dividend Equity ETF position peaked at $13.7M in Q3 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.