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

Capital Advisors Wealth Management’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	$791K	Buy	24,944 +5,043	+25%	+$160K	0.09%	120
2026 Q1	$611K	Buy	19,901 +120	+0.6%	+$3.64K	0.08%	119
2025 Q4	$543K	Sell	19,781 -4,817	-20%	-$131K	0.07%	125
2025 Q3	$672K	Buy	24,598 +951	+4%	+$25.9K	0.1%	106
2025 Q2	$627K	Buy	23,647 +821	+4%	+$21.4K	0.1%	101
2025 Q1	$638K	Buy	22,826 +1,940	+9%	+$54.1K	0.11%	91
2024 Q4	$571K	Buy	20,886 +3,252	+18%	+$92.4K	0.1%	88
2024 Q3	$497K	Buy	17,634 +3,498	+25%	+$95.3K	0.09%	92
2024 Q2	$366K	Buy	14,136 +1,917	+16%	+$49.9K	0.07%	105
2024 Q1	$328K	Sell	12,219 -975	-7%	-$25.2K	0.07%	111
2023 Q4	$335K	Sell	13,194 -120	-0.9%	-$2.86K	0.08%	100
2023 Q3	$314K	Buy	13,314 +6	+0%	+$147	0.08%	100
2023 Q2	$322K	Buy	13,308 +156	+1%	+$3.73K	0.08%	96
2023 Q1	$321K	Sell	13,152 -1,836	-12%	-$45.9K	0.09%	99
2022 Q4	$377K	Buy	14,988 +3,189	+27%	+$78.7K	0.11%	85
2022 Q3	$261K	Buy	11,799 +1,869	+19%	+$45.4K	0.09%	94
2022 Q2	$237K	Buy	9,930 +2,244	+29%	+$57.1K	0.08%	101
2022 Q1	$202K	Buy	+7,686	New	+$201K	0.06%	116

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

Capital Advisors Wealth Management's SCHD Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 25% in Q2 2026, buying an estimated $160K and bringing the position to 24,944 shares worth $791K. The position accounts for 0.09% of the portfolio, ranked #120.

Capital Advisors Wealth Management first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Capital Advisors Wealth Management held 24,944 shares of Schwab US Dividend Equity ETF worth $791K as of Q2 2026.
Capital Advisors Wealth Management bought 5,043 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $160K.
Schwab US Dividend Equity ETF made up 0.09% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #120 holding.
Capital Advisors Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.