Caitlin John’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
SLI
RIM
WANY
Caitlin John's SCHD Position: Q2 2026 in Review
Caitlin John increased its Schwab US Dividend Equity ETF (SCHD) stake by 5,846% in Q2 2026, buying an estimated $291K and bringing the position to 9,336 shares worth $296K. The position accounts for 0.16% of the portfolio, ranked #166.
Caitlin John first reported a position in SCHD in Q4 2023 and has held it in 6 quarters since. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.
- Caitlin John held 9,336 shares of Schwab US Dividend Equity ETF worth $296K as of Q2 2026.
- Caitlin John bought 9,179 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $291K.
- Schwab US Dividend Equity ETF made up 0.16% of Caitlin John's portfolio in Q2 2026, its #166 holding.
- Caitlin John first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 6 quarters since.
- 2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.
Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.