Capasso Planning Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Capasso Planning Partners’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	$1.72M	Buy	54,379 +1,416	+3%	+$44.9K	0.86%	21
2026 Q1	$1.62M	Sell	52,963 -4,914	-8%	-$149K	0.88%	21
2025 Q4	$1.59M	Sell	57,877 -13,556	-19%	-$369K	0.87%	20
2025 Q3	$1.95M	Sell	71,433 -13,383	-16%	-$365K	1.2%	18
2025 Q2	$2.25M	Sell	84,816 -18,397	-18%	-$480K	1.27%	14
2025 Q1	$2.89M	Sell	103,213 -21,885	-17%	-$610K	1.21%	15
2024 Q4	$3.42M	Sell	125,098 -148,265	-54%	-$4.21M	1.37%	13
2024 Q3	$7.7M	Sell	273,363 -26,664	-9%	-$726K	2.27%	8
2024 Q2	$7.78M	Buy	300,027 +199,239	+198%	+$5.19M	2.53%	7
2024 Q1	$2.71M	Sell	100,788 -32,238	-24%	-$833K	1.12%	18
2023 Q4	$3.38M	Sell	133,026 -17,853	-12%	-$425K	1.58%	14
2023 Q3	$3.56M	Sell	150,879 -2,517	-2%	-$61.8K	1.9%	13
2023 Q2	$3.71M	Buy	153,396 +6,597	+4%	+$158K	2%	12
2023 Q1	$3.58M	Buy	146,799 +4,464	+3%	+$112K	2.1%	14
2022 Q4	$3.58M	Buy	142,335 +6,072	+4%	+$150K	2.28%	15
2022 Q3	$3.02M	Buy	136,263 +9,825	+8%	+$239K	2.11%	14
2022 Q2	$3.02M	Buy	126,438 +10,704	+9%	+$272K	2.14%	15
2022 Q1	$3.04M	Sell	115,734 -5,370	-4%	-$141K	2.15%	14
2021 Q4	$3.26M	Buy	+121,104	New	+$3.15M	2.38%	13

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

Capasso Planning Partners's SCHD Position: Q2 2026 in Review

Capasso Planning Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.7% in Q2 2026, buying an estimated $44.9K and bringing the position to 54,379 shares worth $1.72M. The position accounts for 0.86% of the portfolio, ranked #21.

Capasso Planning Partners first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.78M in Q2 2024. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Capasso Planning Partners held 54,379 shares of Schwab US Dividend Equity ETF worth $1.72M as of Q2 2026.
Capasso Planning Partners bought 1,416 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $44.9K.
Schwab US Dividend Equity ETF made up 0.86% of Capasso Planning Partners's portfolio in Q2 2026, its #21 holding.
Capasso Planning Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
Capasso Planning Partners's Schwab US Dividend Equity ETF position peaked at $7.78M in Q2 2024.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.