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

Atlas 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	$16.3K	Hold	514	–	–	﹤0.01%	856
2026 Q1	$15.8K	Hold	514	–	–	﹤0.01%	772
2025 Q4	$14.1K	Buy	+514	New	+$14K	﹤0.01%	735
2025 Q2	$1.05M	Sell	39,524 -3,412	-8%	-$89.1K	0.13%	143
2025 Q1	$1.2M	Buy	42,936 +3,759	+10%	+$105K	0.15%	123
2024 Q4	$1.07M	Buy	39,177 +1,449	+4%	+$41.2K	0.14%	129
2024 Q3	$1.06M	Sell	37,728 -417	-1%	-$11.4K	0.16%	115
2024 Q2	$989K	Buy	38,145 +60	+0.2%	+$1.56K	0.13%	126
2024 Q1	$1.02M	Sell	38,085 -4,440	-10%	-$115K	0.16%	121
2023 Q4	$1.08M	Sell	42,525 -11,190	-21%	-$267K	0.16%	107
2023 Q3	$1.27M	Sell	53,715 -6,558	-11%	-$161K	0.21%	90
2023 Q2	$1.46M	Sell	60,273 -2,157	-3%	-$51.5K	0.22%	86
2023 Q1	$1.52M	Sell	62,430 -1,470	-2%	-$36.8K	0.24%	78
2022 Q4	$1.61M	Buy	63,900 +1,908	+3%	+$47.1K	0.27%	75
2022 Q3	$1.37M	Buy	61,992 +6,120	+11%	+$149K	0.25%	75
2022 Q2	$1.33M	Buy	55,872 +420	+0.8%	+$10.7K	0.23%	84
2022 Q1	$1.46M	Hold	55,452	–	–	0.23%	93
2021 Q4	$1.49M	Sell	55,452 -180	-0.3%	-$4.68K	0.22%	89
2021 Q3	$1.38M	Buy	55,632 +69	+0.1%	+$1.75K	0.22%	91
2021 Q2	$1.4M	Buy	55,563 +780	+1%	+$19.7K	0.23%	90
2021 Q1	$1.33M	Buy	54,783 +7,638	+16%	+$174K	0.26%	85
2020 Q4	$1.01M	Buy	47,145 +5,565	+13%	+$113K	0.21%	102
2020 Q3	$766K	Sell	41,580 -9,669	-19%	-$178K	0.18%	125
2020 Q2	$884K	Sell	51,249 -1,863	-4%	-$31.5K	0.21%	105
2020 Q1	$796K	Buy	53,112 +573	+1%	+$10.3K	0.24%	102
2019 Q4	$1.01M	Sell	52,539 -312	-0.6%	-$5.84K	0.25%	104
2019 Q3	$965K	Hold	52,851	–	–	0.29%	98
2019 Q2	$935K	Buy	+52,851	New	+$930K	0.31%	91

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

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

Atlas Capital Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 514 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Atlas Capital Advisors first reported a position in SCHD in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.61M in Q4 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Atlas Capital Advisors held 514 shares of Schwab US Dividend Equity ETF worth $16.3K as of Q2 2026.
Atlas Capital Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #856 holding.
Atlas Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and has held it in 28 quarters since.
Atlas Capital Advisors's Schwab US Dividend Equity ETF position peaked at $1.61M in Q4 2022.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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