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

Crew 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 Q3	$6.16M	Buy	+189,435	New	+$6.39M	3.24%	6
2025 Q2	–	Sell	-31,406	Closed	-$878K	–	152
2025 Q1	$878K	Sell	31,406 -766	-2%	-$21.4K	0.72%	47
2024 Q4	$879K	Sell	32,172 -21,333	-40%	-$606K	0.73%	45
2024 Q3	$1.51M	Sell	53,505 -12,579	-19%	-$343K	1.21%	14
2024 Q2	$1.71M	Sell	66,084 -19,083	-22%	-$497K	1.37%	12
2024 Q1	$2.29M	Sell	85,167 -68,541	-45%	-$1.77M	1.86%	11
2023 Q4	$3.9M	Buy	153,708 +7,866	+5%	+$187K	3.97%	9
2023 Q3	$3.44M	Buy	145,842 +49,515	+51%	+$1.22M	3.7%	9
2023 Q2	$2.33M	Buy	96,327 +63,792	+196%	+$1.52M	2.65%	10
2023 Q1	$793K	Buy	32,535 +15,654	+93%	+$391K	1.14%	27
2022 Q4	$425K	Buy	16,881 +6,981	+71%	+$172K	0.61%	37
2022 Q3	$219K	Buy	+9,900	New	+$241K	0.3%	86

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Crew Capital Management's SCHD Position: Q3 2026 in Review

Crew Capital Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 189,435 shares worth $6.16M. The stake represents 3.24% of the portfolio and ranks #6 among its holdings. This is a return to the name: Crew Capital Management previously reported a position in SCHD as recently as Q1 2025.

Crew Capital Management first reported a position in SCHD in Q3 2022 and has held it in 12 quarters since. 1,445 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Crew Capital Management held 189,435 shares of Schwab US Dividend Equity ETF worth $6.16M as of Q3 2026.
Schwab US Dividend Equity ETF was a new Crew Capital Management position in Q3 2026.
Schwab US Dividend Equity ETF made up 3.24% of Crew Capital Management's portfolio in Q3 2026, its #6 holding.
Crew Capital Management first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 12 quarters since.
1,445 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Crew Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.