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

Avant 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	$9.18M	Sell	289,514 -4,514	-2%	-$143K	5.75%	2
2026 Q1	$9.02M	Sell	294,028 -6,886	-2%	-$209K	6.34%	2
2025 Q4	$8.25M	Sell	300,914 -9,981	-3%	-$271K	5.67%	2
2025 Q3	$8.49M	Sell	310,895 -7,711	-2%	-$210K	5.97%	2
2025 Q2	$8.44M	Sell	318,606 -2,540	-0.8%	-$66.3K	6.55%	2
2025 Q1	$8.98M	Buy	321,146 +6,875	+2%	+$192K	7.47%	1
2024 Q4	$8.59M	Buy	+314,271	New	+$8.93M	7.12%	1
2023 Q3	$6.79M	Buy	287,838 +8,754	+3%	+$215K	7.76%	1
2023 Q2	$6.76M	Buy	279,084 +19,449	+7%	+$465K	7.46%	1
2023 Q1	$6.33M	Buy	259,635 +14,925	+6%	+$373K	7.32%	1
2022 Q4	$6.16M	Sell	244,710 -5,886	-2%	-$145K	7.56%	1
2022 Q3	$5.55M	Buy	250,596 +10,521	+4%	+$256K	7.49%	1
2022 Q2	$5.73M	Sell	240,075 -429	-0.2%	-$10.9K	7.41%	1
2022 Q1	$6.32M	Buy	240,504 +6,294	+3%	+$165K	7.07%	1
2021 Q4	$6.31M	Buy	+234,210	New	+$6.08M	6.93%	1

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

Avant Capital's SCHD Position: Q2 2026 in Review

Avant Capital reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.5% in Q2 2026, selling an estimated $143K and leaving 289,514 shares worth $9.18M. The position accounts for 5.75% of the portfolio, ranked #2.

Avant Capital first reported a position in SCHD in Q4 2021 and has held it in 15 quarters since. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Avant Capital held 289,514 shares of Schwab US Dividend Equity ETF worth $9.18M as of Q2 2026.
Avant Capital sold 4,514 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $143K.
Schwab US Dividend Equity ETF made up 5.75% of Avant Capital's portfolio in Q2 2026, its #2 holding.
Avant Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 15 quarters since.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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