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Stonebridge Financial Group, LLC/CA’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$6.67M Buy
+210,424
New +$6.68M 0.92% 27

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Stonebridge Financial Group, LLC/CA's SCHD Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 210,424 shares worth $6.67M. The stake represents 0.92% of the portfolio and ranks #27 among its holdings.

1,906 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 210,424 shares of Schwab US Dividend Equity ETF worth $6.67M as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.92% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #27 holding.
  • 1,906 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.