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Aspen Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Aspen Investment Management’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 		$4.4M Buy
138,852
+45,758
+49% +$1.45M 1.18% 22
2026
Q1 		$2.86M Buy
93,094
+38,850
+72% +$1.18M 0.87% 27
2025
Q4 		$1.49M Buy
54,244
+4,318
+9% +$117K 0.45% 66
2025
Q3 		$1.36M Buy
49,926
+30,417
+156% +$830K 0.53% 58
2025
Q2 		$517K Buy
19,509
+2,537
+15% +$66.3K 0.22% 104
2025
Q1 		$475K Buy
16,972
+2,132
+14% +$59.4K 0.22% 102
2024
Q4 		$405K Sell
14,840
-460
-3% -$13.1K 0.19% 107
2024
Q3 		$431K Sell
15,300
-723
-5% -$19.7K 0.2% 106
2024
Q2 		$416K Buy
16,023
+624
+4% +$16.2K 0.21% 107
2024
Q1 		$414K Buy
15,399
+303
+2% +$7.83K 0.21% 114
2023
Q4 		$383K Buy
15,096
+2,175
+17% +$51.8K 0.21% 103
2023
Q3 		$304K Buy
12,921
+2,556
+25% +$62.7K 0.18% 117
2023
Q2 		$251K Buy
10,365
+675
+7% +$16.1K 0.15% 120
2023
Q1 		$236K Buy
9,690
+15
+0.2% +$375 0.15% 116
2022
Q4 		$244K Hold
9,675
– – 0.16% 114
2022
Q3 		$214K Hold
9,675
– – 0.14% 126
2022
Q2 		$231K Hold
9,675
– – 0.14% 131
2022
Q1 		$254K Buy
+9,675
New +$253K 0.13% 128
2015
Q2 		– Sell
-39,180
Closed -$515K – 125
2015
Q1 		$515K Buy
39,180
+240
+0.6% +$3.19K 0.41% 62
2014
Q4 		$517K Sell
38,940
-5,406
-12% -$70.7K 0.43% 64
2014
Q3 		$570K Sell
44,346
-2,445
-5% -$31.4K 0.48% 53
2014
Q2 		$597K Buy
46,791
+705
+2% +$8.84K 0.36% 79
2014
Q1 		$566K Sell
46,086
-2,970
-6% -$35.6K 0.36% 77
2013
Q4 		$599K Buy
49,056
+1,170
+2% +$13.8K 0.4% 78
2013
Q3 		$537K Sell
47,886
-1,878
-4% -$21.2K 0.38% 76
2013
Q2 		$542K Buy
+49,764
New +$545K 0.37% 76

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Aspen Investment Management's SCHD Position: Q2 2026 in Review

Aspen Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 49% in Q2 2026, buying an estimated $1.45M and bringing the position to 138,852 shares worth $4.4M. The position accounts for 1.18% of the portfolio, ranked #22.

Aspen Investment Management first reported a position in SCHD in Q2 2013 and has held it in 26 quarters since. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Aspen Investment Management held 138,852 shares of Schwab US Dividend Equity ETF worth $4.4M as of Q2 2026.
  • Aspen Investment Management bought 45,758 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.45M.
  • Schwab US Dividend Equity ETF made up 1.18% of Aspen Investment Management's portfolio in Q2 2026, its #22 holding.
  • Aspen Investment Management first reported a position in Schwab US Dividend Equity ETF in Q2 2013 and has held it in 26 quarters since.
  • 770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.