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

Capital Developers’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
Q1 		$694K Sell
22,606
-708
-3% -$21.5K 0.62% 29
2025
Q4 		$640K Buy
+23,314
New +$634K 0.57% 30

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Capital Developers's SCHD Position: Q1 2026 in Review

Capital Developers reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3% in Q1 2026, selling an estimated $21.5K and leaving 22,606 shares worth $694K. The position accounts for 0.62% of the portfolio, ranked #29.

Capital Developers first reported a position in SCHD in Q4 2025 and has held it in 2 quarters since. 2,053 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Capital Developers held 22,606 shares of Schwab US Dividend Equity ETF worth $694K as of Q1 2026.
  • Capital Developers sold 708 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $21.5K.
  • Schwab US Dividend Equity ETF made up 0.62% of Capital Developers's portfolio in Q1 2026, its #29 holding.
  • Capital Developers first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Capital Developers's 13F filing for Q1 2026, filed 8 May 2026.