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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Carmel Capital Partners's SCHD Position: Q1 2026 in Review

Carmel Capital Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 37% in Q1 2026, selling an estimated $291K and leaving 16,278 shares worth $499K. The position accounts for 0.18% of the portfolio, ranked #87.

Carmel Capital Partners first reported a position in SCHD in Q3 2023 and has held it in 4 quarters since. The position peaked at $710K in Q4 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Carmel Capital Partners held 16,278 shares of Schwab US Dividend Equity ETF worth $499K as of Q1 2026.
Carmel Capital Partners sold 9,599 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $291K.
Schwab US Dividend Equity ETF made up 0.18% of Carmel Capital Partners's portfolio in Q1 2026, its #87 holding.
Carmel Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 4 quarters since.
Carmel Capital Partners's Schwab US Dividend Equity ETF position peaked at $710K in Q4 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.