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

Apella Capital’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	$1.32M	Sell	40,488 -1,997	-5%	-$63.4K	0.02%	327
2026 Q1	$1.32M	Buy	42,485 +26,390	+164%	+$801K	0.02%	322
2025 Q4	$441K	Buy	16,095 +1,987	+14%	+$54K	0.01%	380
2025 Q3	$375K	Sell	14,108 -994	-7%	-$27.1K	0.01%	365
2025 Q2	$409K	Buy	15,102 +6,713	+80%	+$175K	0.01%	320
2025 Q1	$217K	Buy	+8,389	New	+$234K	0.01%	366
2024 Q4	–	Sell	-7,101	Closed	-$200K	–	351
2024 Q3	$200K	Sell	7,101 -831	-10%	-$22.6K	0.01%	314
2024 Q2	$204K	Buy	7,932 +306	+4%	+$7.96K	0.01%	299
2024 Q1	$202K	Buy	+7,626	New	+$197K	0.01%	285

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

Apella Capital's SCHD Position: Q2 2026 in Review

Apella Capital reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.7% in Q2 2026, selling an estimated $63.4K and leaving 40,488 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #327.

Apella Capital first reported a position in SCHD in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.32M in Q1 2026. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Apella Capital held 40,488 shares of Schwab US Dividend Equity ETF worth $1.32M as of Q2 2026.
Apella Capital sold 1,997 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $63.4K.
Schwab US Dividend Equity ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #327 holding.
Apella Capital first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 9 quarters since.
Apella Capital's Schwab US Dividend Equity ETF position peaked at $1.32M in Q1 2026.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.