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

Collaborative 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	$371K	Buy	+11,700	New	+$371K	0.23%	61

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

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

Collaborative Capital Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 11,700 shares worth $371K. The stake represents 0.23% of the portfolio and ranks #61 among its holdings.

2,123 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Collaborative Capital Advisors held 11,700 shares of Schwab US Dividend Equity ETF worth $371K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Collaborative Capital Advisors position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.23% of Collaborative Capital Advisors's portfolio in Q2 2026, its #61 holding.
2,123 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Collaborative Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.