Colorado Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Colorado Capital Management’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	$1.29M	Buy	40,545 +1,601	+4%	+$50.8K	0.44%	47
2026 Q1	$1.2M	Buy	38,944 +307	+0.8%	+$9.31K	0.45%	49
2025 Q4	$1.06M	Buy	38,637 +362	+0.9%	+$9.84K	0.4%	56
2025 Q3	$1.04M	Buy	38,275 +724	+2%	+$19.8K	0.4%	54
2025 Q2	$995K	Buy	37,551 +1,875	+5%	+$49K	0.43%	54
2025 Q1	$998K	Buy	35,676 +315	+0.9%	+$8.78K	0.46%	53
2024 Q4	$966K	Buy	35,361 +573	+2%	+$16.3K	0.47%	53
2024 Q3	$980K	Buy	34,788 +363	+1%	+$9.89K	0.48%	53
2024 Q2	$892K	Hold	34,425	–	–	0.5%	56
2024 Q1	$925K	Buy	+34,425	New	+$889K	0.54%	49
2019 Q1	–	Sell	-10,956	Closed	-$171K	–	86
2018 Q4	$171K	Sell	10,956 -420	-4%	-$7K	0.14%	79
2018 Q3	$200K	Buy	+11,376	New	+$197K	0.14%	85

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

Colorado Capital Management's SCHD Position: Q2 2026 in Review

Colorado Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.1% in Q2 2026, buying an estimated $50.8K and bringing the position to 40,545 shares worth $1.29M. The position accounts for 0.44% of the portfolio, ranked #47.

Colorado Capital Management first reported a position in SCHD in Q3 2018 and has held it in 12 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Colorado Capital Management held 40,545 shares of Schwab US Dividend Equity ETF worth $1.29M as of Q2 2026.
Colorado Capital Management bought 1,601 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $50.8K.
Schwab US Dividend Equity ETF made up 0.44% of Colorado Capital Management's portfolio in Q2 2026, its #47 holding.
Colorado Capital Management first reported a position in Schwab US Dividend Equity ETF in Q3 2018 and has held it in 12 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.