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

Aspire 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	$31.4M	Buy	990,458 +9,658	+1%	+$306K	6.12%	4
2026 Q1	$30.1M	Sell	980,800 -83,161	-8%	-$2.52M	6.78%	4
2025 Q4	$29.2M	Buy	1,063,961 +30,146	+3%	+$820K	6.86%	4
2025 Q3	$28.2M	Buy	1,033,815 +131,957	+15%	+$3.6M	6.96%	4
2025 Q2	$23.9M	Sell	901,858 -138,202	-13%	-$3.61M	6.6%	4
2025 Q1	$29.1M	Sell	1,040,060 -49,585	-5%	-$1.38M	8.68%	1
2024 Q4	$29.8M	Buy	1,089,645 +47,118	+5%	+$1.34M	8.51%	3
2024 Q3	$29.4M	Buy	1,042,527 +58,014	+6%	+$1.58M	8.76%	3
2024 Q2	$25.5M	Buy	984,513 +20,628	+2%	+$537K	8.35%	3
2024 Q1	$25.9M	Buy	963,885 +55,374	+6%	+$1.43M	8.72%	3
2023 Q4	$23.1M	Buy	908,511 +6,891	+0.8%	+$164K	9.36%	3
2023 Q3	$21.3M	Buy	901,620 +112,476	+14%	+$2.76M	9.68%	3
2023 Q2	$19.1M	Buy	789,144 +20,619	+3%	+$493K	9.28%	3
2023 Q1	$18.7M	Buy	768,525 +10,755	+1%	+$269K	9.83%	3
2022 Q4	$19.1M	Buy	757,770 +523,407	+223%	+$12.9M	10.87%	2
2022 Q3	$5.19M	Buy	234,363 +13,203	+6%	+$321K	4.12%	7
2022 Q2	$5.28M	Buy	+221,160	New	+$5.63M	4%	8

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

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

Aspire Capital Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.98% in Q2 2026, buying an estimated $306K and bringing the position to 990,458 shares worth $31.4M. The position accounts for 6.12% of the portfolio, ranked #4.

Aspire Capital Advisors first reported a position in SCHD in Q2 2022 and has held it in 17 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Aspire Capital Advisors held 990,458 shares of Schwab US Dividend Equity ETF worth $31.4M as of Q2 2026.
Aspire Capital Advisors bought 9,658 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $306K.
Schwab US Dividend Equity ETF made up 6.12% of Aspire Capital Advisors's portfolio in Q2 2026, its #4 holding.
Aspire Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 17 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.