CAP Partners LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

CAP Partners LLC’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 Q3	$3.86M	Buy	118,744 +5,119	+5%	+$173K	1.77%	12
2026 Q2	$3.6M	Buy	113,625 +18	+0%	+$571	1.76%	13
2026 Q1	$3.49M	Buy	113,607 +1,640	+1%	+$49.8K	1.97%	12
2025 Q4	$3.07M	Sell	111,967 -2,771	-2%	-$75.3K	1.74%	14
2025 Q3	$3.13M	Buy	114,738 +1,685	+1%	+$46K	1.78%	13
2025 Q2	$3M	Buy	113,053 +2,064	+2%	+$53.9K	1.89%	13
2025 Q1	$3.1M	Buy	110,989 +3,229	+3%	+$90K	2.25%	12
2024 Q4	$2.94M	Buy	107,760 +1,536	+1%	+$43.7K	2.08%	14
2024 Q3	$2.99M	Buy	106,224 +3,021	+3%	+$82.3K	2.24%	11
2024 Q2	$2.68M	Sell	103,203 -21,978	-18%	-$572K	2.17%	12
2024 Q1	$3.36M	Sell	125,181 -7,641	-6%	-$197K	2.97%	7
2023 Q4	$3.37M	Buy	+132,822	New	+$3.17M	3.33%	8

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

CAP Partners LLC's SCHD Position: Q3 2026 in Review

CAP Partners LLC increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.5% in Q3 2026, buying an estimated $173K and bringing the position to 118,744 shares worth $3.86M. The position accounts for 1.77% of the portfolio, ranked #12.

CAP Partners LLC first reported a position in SCHD in Q4 2023 and has held it in 12 quarters since. 532 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

CAP Partners LLC held 118,744 shares of Schwab US Dividend Equity ETF worth $3.86M as of Q3 2026.
CAP Partners LLC bought 5,119 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $173K.
Schwab US Dividend Equity ETF made up 1.77% of CAP Partners LLC's portfolio in Q3 2026, its #12 holding.
CAP Partners LLC first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 12 quarters since.
532 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.