Capital Advisory Group Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Capital Advisory Group Advisory Services's SCHD Position: Q1 2026 in Review
Capital Advisory Group Advisory Services sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 50,840 shares — an estimated $1.39M sold.
Capital Advisory Group Advisory Services first reported a position in SCHD in Q4 2024 and held it in 5 quarters. The position peaked at $1.42M in Q3 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Capital Advisory Group Advisory Services reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
- Capital Advisory Group Advisory Services sold 50,840 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.39M.
- Capital Advisory Group Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 5 quarters.
- Capital Advisory Group Advisory Services's Schwab US Dividend Equity ETF position peaked at $1.42M in Q3 2025.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.