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

Carrera Capital Advisors’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	$3.13M	Buy	98,833 +71,709	+264%	+$2.27M	0.46%	41
2026 Q1	$832K	Sell	27,124 -2,104	-7%	-$63.8K	0.13%	92
2025 Q4	$802K	Buy	29,228 +12,554	+75%	+$341K	0.13%	82
2025 Q3	$455K	Buy	16,674 +208	+1%	+$5.67K	0.08%	95
2025 Q2	$436K	Buy	16,466 +160	+1%	+$4.18K	0.09%	99
2025 Q1	$456K	Buy	16,306 +621	+4%	+$17.3K	0.1%	111
2024 Q4	$429K	Buy	15,685 +3,916	+33%	+$111K	0.1%	101
2024 Q3	$332K	Sell	11,769 -1,821	-13%	-$49.6K	0.08%	89
2024 Q2	$356K	Buy	+13,590	New	+$354K	0.12%	65

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

Carrera Capital Advisors's SCHD Position: Q2 2026 in Review

Carrera Capital Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 264% in Q2 2026, buying an estimated $2.27M and bringing the position to 98,833 shares worth $3.13M. The position accounts for 0.46% of the portfolio, ranked #41.

Carrera Capital Advisors first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Carrera Capital Advisors held 98,833 shares of Schwab US Dividend Equity ETF worth $3.13M as of Q2 2026.
Carrera Capital Advisors bought 71,709 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.27M.
Schwab US Dividend Equity ETF made up 0.46% of Carrera Capital Advisors's portfolio in Q2 2026, its #41 holding.
Carrera Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.