Appalachian Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
SLI
RIM
WANY
Appalachian Capital Management's SCHD Position: Q2 2026 in Review
Appalachian Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.6% in Q2 2026, buying an estimated $257K and bringing the position to 319,735 shares worth $10.1M. The position accounts for 7.35% of the portfolio, ranked #2.
Appalachian Capital Management first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.
- Appalachian Capital Management held 319,735 shares of Schwab US Dividend Equity ETF worth $10.1M as of Q2 2026.
- Appalachian Capital Management bought 8,112 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $257K.
- Schwab US Dividend Equity ETF made up 7.35% of Appalachian Capital Management's portfolio in Q2 2026, its #2 holding.
- Appalachian Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
- 2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.
Based on Appalachian Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.