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

Caldwell Sutter 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	$459K	Buy	14,460 +1,638	+13%	+$52K	0.17%	138
2026 Q1	$393K	Buy	12,822 +1,333	+12%	+$40.4K	0.16%	144
2025 Q4	$315K	Buy	11,489 +573	+5%	+$15.6K	0.13%	156
2025 Q3	$298K	Sell	10,916 -342	-3%	-$9.33K	0.13%	161
2025 Q2	$298K	Buy	11,258 +711	+7%	+$18.6K	0.14%	152
2025 Q1	$295K	Buy	10,547 +1,186	+13%	+$33.1K	0.14%	157
2024 Q4	$256K	Buy	9,361 +1,201	+15%	+$34.1K	0.12%	169
2024 Q3	$230K	Buy	8,160 +330	+4%	+$8.99K	0.11%	185
2024 Q2	$203K	Buy	7,830 +3,150	+67%	+$82K	0.1%	195
2024 Q1	$126K	Buy	4,680 +3,060	+189%	+$79.1K	0.06%	252
2023 Q4	$41.1K	Buy	+1,620	New	+$38.6K	0.02%	361

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

Caldwell Sutter Capital's SCHD Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q2 2026, buying an estimated $52K and bringing the position to 14,460 shares worth $459K. The position accounts for 0.17% of the portfolio, ranked #138.

Caldwell Sutter Capital first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Caldwell Sutter Capital held 14,460 shares of Schwab US Dividend Equity ETF worth $459K as of Q2 2026.
Caldwell Sutter Capital bought 1,638 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $52K.
Schwab US Dividend Equity ETF made up 0.17% of Caldwell Sutter Capital's portfolio in Q2 2026, its #138 holding.
Caldwell Sutter Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.