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Coastwise Capital Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Coastwise Capital Group’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 		$14.3M Buy
449,966
+2,652
+0.6% +$84.1K 8.29% 1
2026
Q1 		$13.7M Sell
447,314
-3,963
-0.9% -$120K 7.62% 2
2025
Q4 		$12.4M Buy
451,277
+17,768
+4% +$483K 6.18% 2
2025
Q3 		$11.8M Buy
433,509
+21,439
+5% +$585K 8.33% 1
2025
Q2 		$10.9M Buy
412,070
+30,318
+8% +$792K 8.69% 1
2025
Q1 		$10.7M Buy
381,752
+40,087
+12% +$1.12M 8.98% 1
2024
Q4 		$9.33M Sell
341,665
-15,308
-4% -$435K 7.46% 1
2024
Q3 		$10.1M Buy
356,973
+16,983
+5% +$463K 8.28% 1
2024
Q2 		$8.81M Sell
339,990
-11,025
-3% -$287K 8.4% 1
2024
Q1 		$9.43M Buy
351,015
+10,056
+3% +$260K 8.75% 1
2023
Q4 		$8.65M Buy
340,959
+20,661
+6% +$492K 8.82% 1
2023
Q3 		$7.55M Buy
320,298
+22,200
+7% +$545K 8.66% 1
2023
Q2 		$7.22M Buy
298,098
+72,729
+32% +$1.74M 8.17% 1
2023
Q1 		$5.5M Buy
225,369
+22,554
+11% +$564K 6.28% 2
2022
Q4 		$5.11M Buy
202,815
+22,410
+12% +$553K 6.06% 2
2022
Q3 		$4M Buy
180,405
+1,767
+1% +$42.9K 6.31% 2
2022
Q2 		$4.26M Buy
178,638
+19,023
+12% +$484K 5.19% 3
2022
Q1 		$4.2M Buy
+159,615
New +$4.18M 5.21% 3

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Coastwise Capital Group's SCHD Position: Q2 2026 in Review

Coastwise Capital Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.59% in Q2 2026, buying an estimated $84.1K and bringing the position to 449,966 shares worth $14.3M. The position accounts for 8.29% of the portfolio, ranked #1.

Coastwise Capital Group first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. 468 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Coastwise Capital Group held 449,966 shares of Schwab US Dividend Equity ETF worth $14.3M as of Q2 2026.
  • Coastwise Capital Group bought 2,652 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $84.1K.
  • Schwab US Dividend Equity ETF made up 8.29% of Coastwise Capital Group's portfolio in Q2 2026, its #1 holding.
  • Coastwise Capital Group first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • 468 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.