Capital Analysts LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Capital Analysts 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 Q2	$4.43M	Sell	139,852 -2,821	-2%	-$89.5K	0.1%	165
2026 Q1	$4.38M	Buy	142,673 +4,846	+4%	+$147K	0.12%	150
2025 Q4	$3.78M	Buy	137,827 +3,324	+2%	+$90.4K	0.1%	169
2025 Q3	$3.67M	Buy	134,503 +10,262	+8%	+$280K	0.11%	167
2025 Q2	$3.29M	Buy	124,241 +6,571	+6%	+$172K	0.11%	158
2025 Q1	$3.29M	Buy	117,670 +6,694	+6%	+$187K	0.12%	149
2024 Q4	$3.03M	Sell	110,976 -1,719	-2%	-$48.9K	0.12%	142
2024 Q3	$3.17M	Buy	112,695 +7,113	+7%	+$194K	0.13%	135
2024 Q2	$2.74M	Buy	105,582 +6,681	+7%	+$174K	0.12%	144
2024 Q1	$2.66M	Buy	98,901 +16,320	+20%	+$422K	0.12%	139
2023 Q4	$2.1M	Buy	82,581 +576	+0.7%	+$13.7K	0.11%	160
2023 Q3	$1.93M	Sell	82,005 -204,708	-71%	-$5.02M	0.11%	155
2023 Q2	$6.94M	Sell	286,713 -30,210	-10%	-$722K	0.39%	61
2023 Q1	$7.73M	Buy	316,923 +20,301	+7%	+$508K	0.44%	46
2022 Q4	$7.47M	Buy	296,622 +5,643	+2%	+$139K	0.46%	43
2022 Q3	$6.44M	Sell	290,979 -11,088	-4%	-$269K	0.44%	47
2022 Q2	$7.21M	Buy	302,067 +39,441	+15%	+$1M	0.5%	36
2022 Q1	$6.91M	Buy	262,626 +16,371	+7%	+$429K	0.44%	44
2021 Q4	$6.63M	Buy	246,255 +65,529	+36%	+$1.7M	0.4%	49
2021 Q3	$4.47M	Buy	180,726 +13,500	+8%	+$343K	0.29%	71
2021 Q2	$4.21M	Sell	167,226 -981	-0.6%	-$24.8K	0.28%	76
2021 Q1	$4.09M	Buy	168,207 +96,036	+133%	+$2.18M	0.28%	78
2020 Q4	$1.54M	Buy	72,171 +12,120	+20%	+$246K	0.14%	137
2020 Q3	$1.11M	Buy	60,051 +51,000	+563%	+$938K	0.11%	154
2020 Q2	$156K	Buy	9,051 +1,254	+16%	+$21.2K	0.02%	237
2020 Q1	$117K	Sell	7,797 -4,017	-34%	-$72.1K	0.01%	241
2019 Q4	$228K	Buy	11,814 +360	+3%	+$6.74K	0.02%	228
2019 Q3	$209K	Buy	11,454 +1,488	+15%	+$26.6K	0.02%	220
2019 Q2	$176K	Buy	9,966 +2,670	+37%	+$47K	0.02%	228
2019 Q1	$127K	Buy	+7,296	New	+$123K	0.01%	247

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Capital Analysts LLC's SCHD Position: Q2 2026 in Review

Capital Analysts LLC reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2% in Q2 2026, selling an estimated $89.5K and leaving 139,852 shares worth $4.43M. The position accounts for 0.1% of the portfolio, ranked #165.

Capital Analysts LLC first reported a position in SCHD in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.73M in Q1 2023. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Capital Analysts LLC held 139,852 shares of Schwab US Dividend Equity ETF worth $4.43M as of Q2 2026.
Capital Analysts LLC sold 2,821 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $89.5K.
Schwab US Dividend Equity ETF made up 0.1% of Capital Analysts LLC's portfolio in Q2 2026, its #165 holding.
Capital Analysts LLC first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 30 quarters since.
Capital Analysts LLC's Schwab US Dividend Equity ETF position peaked at $7.73M in Q1 2023.
1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.