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

Capital Squared Financial’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	$2.81M	Buy	88,549 +9,225	+12%	+$293K	1.84%	15
2026 Q1	$2.43M	Buy	79,324 +6,207	+8%	+$188K	1.86%	16
2025 Q4	$2.01M	Buy	73,117 +2,446	+3%	+$66.5K	1.56%	19
2025 Q3	$1.93M	Buy	70,671 +18,078	+34%	+$493K	1.67%	16
2025 Q2	$1.39M	Buy	+52,593	New	+$1.37M	1.62%	19

Other funds holding SCHD

KFP

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

HWA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Capital Squared Financial's SCHD Position: Q2 2026 in Review

Capital Squared Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q2 2026, buying an estimated $293K and bringing the position to 88,549 shares worth $2.81M. The position accounts for 1.84% of the portfolio, ranked #15.

Capital Squared Financial first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. 692 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Capital Squared Financial held 88,549 shares of Schwab US Dividend Equity ETF worth $2.81M as of Q2 2026.
Capital Squared Financial bought 9,225 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $293K.
Schwab US Dividend Equity ETF made up 1.84% of Capital Squared Financial's portfolio in Q2 2026, its #15 holding.
Capital Squared Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
692 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.