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TBH Global Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

TBH Global Asset Management’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 		$265K Buy
8,350
+14
+0.2% +$444 0.05% 253
2026
Q1 		$256K Buy
+8,336
New +$253K 0.05% 240
2025
Q4 		– Sell
-10,853
Closed -$296K – 279
2025
Q3 		$296K Buy
+10,853
New +$296K 0.06% 220

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
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

TBH Global Asset Management's SCHD Position: Q2 2026 in Review

TBH Global Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.17% in Q2 2026, buying an estimated $444 and bringing the position to 8,350 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #253.

TBH Global Asset Management first reported a position in SCHD in Q3 2025 and has held it in 3 quarters since. The position peaked at $296K in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • TBH Global Asset Management held 8,350 shares of Schwab US Dividend Equity ETF worth $265K as of Q2 2026.
  • TBH Global Asset Management bought 14 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $444.
  • Schwab US Dividend Equity ETF made up 0.05% of TBH Global Asset Management's portfolio in Q2 2026, its #253 holding.
  • TBH Global Asset Management first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • TBH Global Asset Management's Schwab US Dividend Equity ETF position peaked at $296K in Q3 2025.
  • 1,595 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.