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

Aptus Capital Advisors’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 		$41.7M Sell
1,313,803
-5,897
-0.4% -$187K 0.29% 74
2026
Q1 		$40.5M Sell
1,319,700
-37,238
-3% -$1.13M 0.32% 61
2025
Q4 		$37.2M Sell
1,356,938
-23,333
-2% -$634K 0.27% 70
2025
Q3 		$37.7M Sell
1,380,271
-965,158
-41% -$26.3M 0.27% 75
2025
Q2 		$62.2M Sell
2,345,429
-661
-0% -$17.3K 0.51% 42
2025
Q1 		$65.6M Buy
2,346,090
+128,823
+6% +$3.59M 0.68% 34
2024
Q4 		$60.6M Buy
2,217,267
+368,712
+20% +$10.5M 0.63% 38
2024
Q3 		$17.4M Buy
1,848,555
+1,149,501
+164% +$31.3M 0.26% 90
2024
Q2 		$18.1M Sell
699,054
-64,038
-8% -$1.67M 0.32% 71
2024
Q1 		$20.5M Buy
763,092
+744,438
+3,991% +$19.2M 0.38% 59
2023
Q4 		$473K Buy
18,654
+6,168
+49% +$147K 0.01% 388
2023
Q3 		$295K Buy
12,486
+63
+0.5% +$1.55K 0.01% 479
2023
Q2 		$301K Buy
12,423
+4,947
+66% +$118K 0.01% 406
2023
Q1 		$182K Buy
7,476
+3,414
+84% +$85.4K ﹤0.01% 476
2022
Q4 		$102K Buy
4,062
+231
+6% +$5.7K ﹤0.01% 531
2022
Q3 		$85K Sell
3,831
-612
-14% -$14.9K ﹤0.01% 511
2022
Q2 		$106K Buy
4,443
+453
+11% +$11.5K ﹤0.01% 416
2022
Q1 		$105K Buy
3,990
+330
+9% +$8.64K ﹤0.01% 462
2021
Q4 		$98K Buy
3,660
+420
+13% +$10.9K ﹤0.01% 392
2021
Q3 		$80K Buy
3,240
+2,160
+200% +$54.9K ﹤0.01% 389
2021
Q2 		$27K Buy
1,080
+75
+7% +$1.89K ﹤0.01% 453
2021
Q1 		$24K Sell
1,005
-27
-3% -$614 ﹤0.01% 424
2020
Q4 		$22K Buy
1,032
+3
+0.3% +$61 ﹤0.01% 387
2020
Q3 		$18K Hold
1,029
– – ﹤0.01% 392
2020
Q2 		$17K Hold
1,029
– – ﹤0.01% 358
2020
Q1 		$15K Hold
1,029
– – ﹤0.01% 352
2019
Q4 		$19K Sell
1,029
-1,005
-49% -$18.8K ﹤0.01% 434
2019
Q3 		$37K Buy
+2,034
New +$36.4K ﹤0.01% 403

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Aptus Capital Advisors's SCHD Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.45% in Q2 2026, selling an estimated $187K and leaving 1,313,803 shares worth $41.7M. The position accounts for 0.29% of the portfolio, ranked #74.

Aptus Capital Advisors first reported a position in SCHD in Q3 2019 and has held it in 28 quarters since. The position peaked at $65.6M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Aptus Capital Advisors held 1,313,803 shares of Schwab US Dividend Equity ETF worth $41.7M as of Q2 2026.
  • Aptus Capital Advisors sold 5,897 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $187K.
  • Schwab US Dividend Equity ETF made up 0.29% of Aptus Capital Advisors's portfolio in Q2 2026, its #74 holding.
  • Aptus Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and has held it in 28 quarters since.
  • Aptus Capital Advisors's Schwab US Dividend Equity ETF position peaked at $65.6M in Q1 2025.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.