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Daytona Street Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Daytona Street Capital’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 		$544K Hold
16,802
– – 0.4% 60
2026
Q1 		$513K Buy
16,802
+1,875
+13% +$56.9K 0.4% 59
2025
Q4 		$409K Buy
+14,927
New +$406K 0.32% 63

Other funds holding SCHD

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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Daytona Street Capital's SCHD Position: Q2 2026 in Review

Daytona Street Capital held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 16,802 shares worth $544K. The position accounts for 0.4% of the portfolio, ranked #60.

Daytona Street Capital first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 1,428 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Daytona Street Capital held 16,802 shares of Schwab US Dividend Equity ETF worth $544K as of Q2 2026.
  • Daytona Street Capital left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.4% of Daytona Street Capital's portfolio in Q2 2026, its #60 holding.
  • Daytona Street Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,428 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Daytona Street Capital's 13F filing for Q2 2026, filed 3 Aug 2026.