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

Carmel Capital Partners’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	$564K	Buy	17,779 +1,501	+9%	+$47.6K	0.19%	81
2026 Q1	$499K	Sell	16,278 -9,599	-37%	-$291K	0.18%	87
2025 Q4	$710K	Buy	25,877 +13,000	+101%	+$353K	0.25%	75
2025 Q3	$352K	Buy	+12,877	New	+$351K	0.15%	87
2023 Q4	–	Sell	-1,650	Closed	-$38.9K	–	584
2023 Q3	$38.9K	Buy	+1,650	New	+$40.5K	0.02%	263

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

Carmel Capital Partners's SCHD Position: Q2 2026 in Review

Carmel Capital Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 9.2% in Q2 2026, buying an estimated $47.6K and bringing the position to 17,779 shares worth $564K. The position accounts for 0.19% of the portfolio, ranked #81.

Carmel Capital Partners first reported a position in SCHD in Q3 2023 and has held it in 5 quarters since. The position peaked at $710K in Q4 2025. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Carmel Capital Partners held 17,779 shares of Schwab US Dividend Equity ETF worth $564K as of Q2 2026.
Carmel Capital Partners bought 1,501 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $47.6K.
Schwab US Dividend Equity ETF made up 0.19% of Carmel Capital Partners's portfolio in Q2 2026, its #81 holding.
Carmel Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 5 quarters since.
Carmel Capital Partners's Schwab US Dividend Equity ETF position peaked at $710K in Q4 2025.
2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.