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Capital Advisors Ltd’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Capital Advisors Ltd’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 		$2.39M Buy
75,465
+24,646
+48% +$782K 0.24% 68
2026
Q1 		$1.56M Buy
50,819
+23,165
+84% +$703K 0.18% 88
2025
Q4 		$759K Buy
27,654
+10,839
+64% +$295K 0.09% 134
2025
Q3 		$459K Buy
16,815
+4,181
+33% +$114K 0.05% 179
2025
Q2 		$335K Buy
12,634
+1,900
+18% +$49.6K 0.04% 211
2025
Q1 		$300K Hold
10,734
– – 0.04% 223
2024
Q4 		$293K Hold
10,734
– – 0.04% 223
2024
Q3 		$302K Hold
10,734
– – 0.04% 220
2024
Q2 		$278K Sell
10,734
-2,571
-19% -$66.9K 0.04% 223
2024
Q1 		$358K Buy
13,305
+18
+0.1% +$465 0.05% 195
2023
Q4 		$337K Sell
13,287
-42
-0.3% -$1K 0.05% 194
2023
Q3 		$314K Buy
13,329
+21
+0.2% +$515 0.05% 194
2023
Q2 		$322K Buy
13,308
+24
+0.2% +$573 0.05% 196
2023
Q1 		$324K Buy
13,284
+2,481
+23% +$62K 0.05% 176
2022
Q4 		$272K Hold
10,803
– – 0.05% 194
2022
Q3 		$239K Hold
10,803
– – 0.05% 205
2022
Q2 		$258K Hold
10,803
– – 0.05% 190
2022
Q1 		$284K Hold
10,803
– – 0.05% 185
2021
Q4 		$291K Buy
10,803
+57
+0.5% +$1.48K 0.05% 184
2021
Q3 		$266K Hold
10,746
– – 0.05% 176
2021
Q2 		$271K Hold
10,746
– – 0.05% 163
2021
Q1 		$261K Buy
10,746
+3,300
+44% +$75.1K 0.05% 152
2020
Q4 		$159K Hold
7,446
– – 0.04% 194
2020
Q3 		$137K Hold
7,446
– – 0.03% 194
2020
Q2 		$128K Hold
7,446
– – 0.03% 194
2020
Q1 		$112K Buy
7,446
+7,050
+1,780% +$127K 0.04% 194
2019
Q4 		$8K Buy
+396
New +$7.42K ﹤0.01% 365

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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

Capital Advisors Ltd's SCHD Position: Q2 2026 in Review

Capital Advisors Ltd increased its Schwab US Dividend Equity ETF (SCHD) stake by 48% in Q2 2026, buying an estimated $782K and bringing the position to 75,465 shares worth $2.39M. The position accounts for 0.24% of the portfolio, ranked #68.

Capital Advisors Ltd first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Capital Advisors Ltd held 75,465 shares of Schwab US Dividend Equity ETF worth $2.39M as of Q2 2026.
  • Capital Advisors Ltd bought 24,646 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $782K.
  • Schwab US Dividend Equity ETF made up 0.24% of Capital Advisors Ltd's portfolio in Q2 2026, its #68 holding.
  • Capital Advisors Ltd first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.