Charles Schwab’s Smith Douglas Homes SDHC Stock Holding History

Charles Schwab’s Portfolio SDHC Stock Details SDHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$156K	Buy	+10,061	New	+$134K	﹤0.01%	3391

Other funds holding SDHC

Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Charles Schwab's SDHC Position: Q2 2026 in Review

Charles Schwab opened a new position in Smith Douglas Homes (SDHC) in Q2 2026: 10,061 shares worth $156K. The stake represents ﹤0.01% of the portfolio and ranks #3391 among its holdings.

63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

Charles Schwab held 10,061 shares of Smith Douglas Homes worth $156K as of Q2 2026.
Smith Douglas Homes was a new Charles Schwab position in Q2 2026.
Smith Douglas Homes made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3391 holding.
63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.