Calamos Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$853K Buy
26,885
+108
+0.4% +$3.43K 0.03% 239
2026
Q1
$822K Buy
26,777
+4,226
+19% +$128K 0.03% 231
2025
Q4
$619K Buy
22,551
+2,332
+12% +$63.4K 0.02% 249
2025
Q3
$552K Sell
20,219
-574
-3% -$15.7K 0.02% 252
2025
Q2
$551K Buy
20,793
+12,074
+138% +$315K 0.02% 225
2025
Q1
$244K Buy
8,719
+536
+7% +$14.9K 0.01% 283
2024
Q4
$224K Buy
8,183
+2
+0% +$57 0.01% 283
2024
Q3
$231K Hold
8,181
0.01% 284
2024
Q2
$212K Sell
8,181
-2,721
-25% -$70.8K 0.01% 281
2024
Q1
$293K Buy
10,902
+21
+0.2% +$543 0.02% 256
2023
Q4
$276K Buy
+10,881
New +$259K 0.02% 254
2023
Q2
Sell
-8,508
Closed -$207K 319
2023
Q1
$207K Buy
+8,508
New +$213K 0.02% 293

Other funds holding SCHD

Calamos Wealth Management's SCHD Position: Q2 2026 in Review

Calamos Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.4% in Q2 2026, buying an estimated $3.43K and bringing the position to 26,885 shares worth $853K. The position accounts for 0.03% of the portfolio, ranked #239.

Calamos Wealth Management first reported a position in SCHD in Q1 2023 and has held it in 12 quarters since. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Calamos Wealth Management held 26,885 shares of Schwab US Dividend Equity ETF worth $853K as of Q2 2026.
  • Calamos Wealth Management bought 108 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.43K.
  • Schwab US Dividend Equity ETF made up 0.03% of Calamos Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Calamos Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 12 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.