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

Attessa Capital’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	$1.4M	Sell	44,010 -535	-1%	-$17K	0.63%	16
2026 Q1	$1.37M	Sell	44,545 -7,500	-14%	-$228K	0.74%	13
2025 Q4	$1.43M	Sell	52,045 -31	-0.1%	-$843	0.78%	13
2025 Q3	$1.42M	Sell	52,076 -14,894	-22%	-$406K	0.84%	12
2025 Q2	$1.77M	Sell	66,970 -9,617	-13%	-$251K	1.14%	12
2025 Q1	$2.14M	Sell	76,587 -9,880	-11%	-$275K	1.4%	17
2024 Q4	$2.36M	Buy	+86,467	New	+$2.46M	1.61%	16

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Attessa Capital's SCHD Position: Q2 2026 in Review

Attessa Capital reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q2 2026, selling an estimated $17K and leaving 44,010 shares worth $1.4M. The position accounts for 0.63% of the portfolio, ranked #16.

Attessa Capital first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.36M in Q4 2024. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Attessa Capital held 44,010 shares of Schwab US Dividend Equity ETF worth $1.4M as of Q2 2026.
Attessa Capital sold 535 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $17K.
Schwab US Dividend Equity ETF made up 0.63% of Attessa Capital's portfolio in Q2 2026, its #16 holding.
Attessa Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Attessa Capital's Schwab US Dividend Equity ETF position peaked at $2.36M in Q4 2024.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Attessa Capital's 13F filing for Q2 2026, filed 8 Jul 2026.