Three Bearings Fiduciary Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
KFP
APP
HWA
Three Bearings Fiduciary Advisors's SCHD Position: Q2 2026 in Review
Three Bearings Fiduciary Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.2% in Q2 2026, buying an estimated $13.5K and bringing the position to 19,660 shares worth $623K. The position accounts for 0.56% of the portfolio, ranked #35.
Three Bearings Fiduciary Advisors first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.
- Three Bearings Fiduciary Advisors held 19,660 shares of Schwab US Dividend Equity ETF worth $623K as of Q2 2026.
- Three Bearings Fiduciary Advisors bought 425 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $13.5K.
- Schwab US Dividend Equity ETF made up 0.56% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #35 holding.
- Three Bearings Fiduciary Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
- 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.
Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.