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

Bear Mountain 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	$1.29K	Buy	+40	New	+$1.27K	﹤0.01%	134
2025 Q2	–	Sell	-60	Closed	-$1.55K	–	300
2025 Q1	$1.55K	Hold	60	–	–	﹤0.01%	157
2024 Q4	$1.69K	Sell	60 -120	-67%	-$3.41K	﹤0.01%	126
2024 Q3	$1.71K	Sell	180 -1,095	-86%	-$29.8K	﹤0.01%	127
2024 Q2	$33.8K	Buy	1,275 +12	+1%	+$312	0.01%	74
2024 Q1	$31.9K	Sell	1,263 -87	-6%	-$2.25K	0.01%	76
2023 Q4	$34.1K	Buy	+1,350	New	+$32.2K	0.01%	80

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 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

AAIM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Bear Mountain Capital's SCHD Position: Q2 2026 in Review

Bear Mountain Capital opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 40 shares worth $1.29K. The stake represents ﹤0.01% of the portfolio and ranks #134 among its holdings. This is a return to the name: Bear Mountain Capital previously reported a position in SCHD as recently as Q1 2025.

Bear Mountain Capital first reported a position in SCHD in Q4 2023 and has held it in 7 quarters since. The position peaked at $34.1K in Q4 2023. 683 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Bear Mountain Capital held 40 shares of Schwab US Dividend Equity ETF worth $1.29K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Bear Mountain Capital position in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #134 holding.
Bear Mountain Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 7 quarters since.
Bear Mountain Capital's Schwab US Dividend Equity ETF position peaked at $34.1K in Q4 2023.
683 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.