CCA
SCHD icon

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

Conservest 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 		$328K Buy
10,330
+95
+0.9% +$3.01K 0.03% 114
2026
Q1 		$314K Sell
10,235
-18,100
-64% -$549K 0.03% 102
2025
Q4 		$777K Buy
28,335
+5,552
+24% +$151K 0.07% 69
2025
Q3 		$622K Buy
22,783
+1,123
+5% +$30.6K 0.06% 70
2025
Q2 		$574K Buy
+21,660
New +$566K 0.06% 68

Other funds holding SCHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

Conservest Capital Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.93% in Q2 2026, buying an estimated $3.01K and bringing the position to 10,330 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #114.

Conservest Capital Advisors first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $777K in Q4 2025. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Conservest Capital Advisors held 10,330 shares of Schwab US Dividend Equity ETF worth $328K as of Q2 2026.
  • Conservest Capital Advisors bought 95 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.01K.
  • Schwab US Dividend Equity ETF made up 0.03% of Conservest Capital Advisors's portfolio in Q2 2026, its #114 holding.
  • Conservest Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Conservest Capital Advisors's Schwab US Dividend Equity ETF position peaked at $777K in Q4 2025.
  • 1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.