B&D White Capital Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

B&D White Capital Company’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	$9.4M	Buy	+296,287	New	+$9.4M	0.94%	35
2023 Q2	–	Sell	-141,363	Closed	-$3.45M	–	68
2023 Q1	$3.45M	Sell	141,363 -1,330,203	-90%	-$33.3M	1.17%	16
2022 Q4	$37.1M	Sell	1,471,566 -174,933	-11%	-$4.32M	9.27%	3
2022 Q3	$36.5M	Buy	1,646,499 +32,499	+2%	+$790K	13.64%	2
2022 Q2	$38.5M	Buy	1,614,000 +760,266	+89%	+$19.3M	16.4%	2
2022 Q1	$22.4M	Buy	853,734 +247,623	+41%	+$6.48M	7.15%	5
2021 Q4	$16.3M	Buy	606,111 +64,668	+12%	+$1.68M	5.37%	5
2021 Q3	$13.4M	Buy	541,443 +104,709	+24%	+$2.66M	5.16%	5
2021 Q2	$11M	Buy	+436,734	New	+$11M	4.9%	4
2021 Q1	–	Sell	-4,101	Closed	-$118K	–	76
2020 Q4	$118K	Buy	+4,101	New	+$83.2K	0.07%	43

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

B&D White Capital Company's SCHD Position: Q2 2026 in Review

B&D White Capital Company opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 296,287 shares worth $9.4M. The stake represents 0.94% of the portfolio and ranks #35 among its holdings. This is a return to the name: B&D White Capital Company previously reported a position in SCHD as recently as Q1 2023.

B&D White Capital Company first reported a position in SCHD in Q4 2020 and has held it in 10 quarters since. The position peaked at $38.5M in Q2 2022. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

B&D White Capital Company held 296,287 shares of Schwab US Dividend Equity ETF worth $9.4M as of Q2 2026.
Schwab US Dividend Equity ETF was a new B&D White Capital Company position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.94% of B&D White Capital Company's portfolio in Q2 2026, its #35 holding.
B&D White Capital Company first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 10 quarters since.
B&D White Capital Company's Schwab US Dividend Equity ETF position peaked at $38.5M in Q2 2022.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.