17 Capital Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

17 Capital Partners’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 Q1	$204K	Sell	6,653 -35,585	-84%	-$1.08M	0.11%	170
2025 Q4	$1.16M	Sell	42,238 -4,197	-9%	-$114K	0.6%	54
2025 Q3	$1.27M	Sell	46,435 -1,290	-3%	-$35.2K	0.69%	45
2025 Q2	$1.26M	Buy	+47,725	New	+$1.25M	0.73%	42

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

17 Capital Partners's SCHD Position: Q1 2026 in Review

17 Capital Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 84% in Q1 2026, selling an estimated $1.08M and leaving 6,653 shares worth $204K. The position accounts for 0.11% of the portfolio, ranked #170.

17 Capital Partners first reported a position in SCHD in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q3 2025. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

17 Capital Partners held 6,653 shares of Schwab US Dividend Equity ETF worth $204K as of Q1 2026.
17 Capital Partners sold 35,585 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.08M.
Schwab US Dividend Equity ETF made up 0.11% of 17 Capital Partners's portfolio in Q1 2026, its #170 holding.
17 Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 4 quarters since.
17 Capital Partners's Schwab US Dividend Equity ETF position peaked at $1.27M in Q3 2025.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on 17 Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.