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

Dorato 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 		$6.87M Buy
212,142
+7,072
+3% +$224K 4.66% 3
2026
Q1 		$6.33M Buy
205,070
+3,101
+2% +$94.1K 4.67% 3
2025
Q4 		$5.87M Buy
+201,969
New +$5.49M 4.4% 3

Other funds holding SCHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

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

Dorato Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.4% in Q2 2026, buying an estimated $224K and bringing the position to 212,142 shares worth $6.87M. The position accounts for 4.66% of the portfolio, ranked #3.

Dorato Capital Management first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 1,419 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Dorato Capital Management held 212,142 shares of Schwab US Dividend Equity ETF worth $6.87M as of Q2 2026.
  • Dorato Capital Management bought 7,072 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $224K.
  • Schwab US Dividend Equity ETF made up 4.66% of Dorato Capital Management's portfolio in Q2 2026, its #3 holding.
  • Dorato Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,419 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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