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Eagle Capital Management (Louisiana)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Eagle Capital Management (Louisiana)’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 		$29.6M Buy
934,410
+5,177
+0.6% +$164K 10.12% 1
2026
Q1 		$28.5M Buy
929,233
+2,355
+0.3% +$71.4K 11.24% 1
2025
Q4 		$25.4M Buy
926,878
+4,735
+0.5% +$129K 9.25% 2
2025
Q3 		$25.2M Buy
922,143
+27,224
+3% +$743K 9.52% 2
2025
Q2 		$23.7M Buy
894,919
+30,320
+4% +$792K 10.42% 2
2025
Q1 		$24.2M Buy
864,599
+2,234
+0.3% +$62.3K 10.7% 2
2024
Q4 		$23.6M Buy
862,365
+13,917
+2% +$396K 9.5% 3
2024
Q3 		$23.9M Buy
848,448
+7,725
+0.9% +$210K 9.96% 3
2024
Q2 		$21.8M Buy
840,723
+756
+0.1% +$19.7K 9.6% 3
2024
Q1 		$22.6M Buy
839,967
+34,701
+4% +$896K 10.16% 3
2023
Q4 		$20.4M Sell
805,266
-5,331
-0.7% -$127K 9.96% 3
2023
Q3 		$19.1M Buy
810,597
+3,213
+0.4% +$78.8K 10.52% 3
2023
Q2 		$19.5M Sell
807,384
-213
-0% -$5.09K 10.93% 2
2023
Q1 		$19.7M Buy
807,597
+656,958
+436% +$16.4M 12.86% 1
2022
Q4 		$3.79M Buy
150,639
+3,180
+2% +$78.5K 2.78% 19
2022
Q3 		$3.27M Buy
147,459
+492
+0.3% +$12K 2.04% 22
2022
Q2 		$3.51M Sell
146,967
-1,386
-0.9% -$35.3K 2.09% 22
2022
Q1 		$3.9M Buy
148,353
+9,300
+7% +$244K 1.45% 28
2021
Q4 		$3.75M Buy
139,053
+7,215
+5% +$187K 0.98% 33
2021
Q3 		$3.26M Buy
131,838
+1,374
+1% +$34.9K 0.89% 37
2021
Q2 		$3.29M Buy
130,464
+3,996
+3% +$101K 0.93% 36
2021
Q1 		$3.07M Buy
126,468
+9,444
+8% +$215K 0.94% 34
2020
Q4 		$2.5M Buy
117,024
+87
+0.1% +$1.76K 0.9% 30
2020
Q3 		$2.16M Sell
116,937
-207
-0.2% -$3.81K 0.89% 27
2020
Q2 		$2.02M Buy
117,144
+9,429
+9% +$159K 1.04% 26
2020
Q1 		$1.61M Sell
107,715
-21,918
-17% -$393K 1.86% 19
2019
Q4 		$2.5M Sell
129,633
-1,083
-0.8% -$20.3K 1.31% 29
2019
Q3 		$2.39M Buy
130,716
+1,080
+0.8% +$19.3K 1.34% 28
2019
Q2 		$2.29M Sell
129,636
-3,300
-2% -$58K 1.24% 30
2019
Q1 		$2.32M Buy
132,936
+13,341
+11% +$224K 1.36% 29
2018
Q4 		$1.87M Buy
119,595
+1,251
+1% +$20.8K 1.41% 29
2018
Q3 		$2.09M Buy
118,344
+15,225
+15% +$263K 1.18% 33
2018
Q2 		$1.69M Sell
103,119
-1,326
-1% -$21.8K 1.07% 34
2018
Q1 		$1.71M Sell
104,445
-31,926
-23% -$544K 1.19% 33
2017
Q4 		$2.33M Buy
136,371
+792
+0.6% +$13K 1.25% 36
2017
Q3 		$2.12M Buy
135,579
+2,097
+2% +$32.1K 1.21% 37
2017
Q2 		$2.01M Buy
133,482
+1,809
+1% +$27.1K 1.19% 36
2017
Q1 		$1.96M Buy
131,673
+9,471
+8% +$140K 1.2% 37
2016
Q4 		$1.77M Sell
122,202
-1,878
-2% -$26.7K 1.16% 38
2016
Q3 		$1.75M Buy
124,080
+5,088
+4% +$71.8K 1.3% 35
2016
Q2 		$1.64M Sell
118,992
-2,712
-2% -$36.6K 1.81% 23
2016
Q1 		$1.63M Sell
121,704
-1,461
-1% -$18.5K 1.63% 23
2015
Q4 		$1.58M Buy
123,165
+2,247
+2% +$29K 1.55% 25
2015
Q3 		$1.45M Sell
120,918
-5,235
-4% -$65.4K 1.7% 23
2015
Q2 		$1.61M Buy
126,153
+1,014
+0.8% +$13.4K 0.93% 47
2015
Q1 		$1.64M Sell
125,139
-10,578
-8% -$141K 0.87% 50
2014
Q4 		$1.8M Buy
135,717
+5,280
+4% +$69.1K 0.72% 51
2014
Q3 		$1.68M Buy
130,437
+4,497
+4% +$57.8K 0.64% 54
2014
Q2 		$1.61M Buy
125,940
+8,490
+7% +$106K 0.6% 57
2014
Q1 		$1.44M Sell
117,450
-254,784
-68% -$3.06M 0.56% 56
2013
Q4 		$4.55M Buy
+372,234
New +$4.39M 1.96% 13

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 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
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Eagle Capital Management (Louisiana)'s SCHD Position: Q2 2026 in Review

Eagle Capital Management (Louisiana) increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.56% in Q2 2026, buying an estimated $164K and bringing the position to 934,410 shares worth $29.6M. The position accounts for 10.12% of the portfolio, ranked #1.

Eagle Capital Management (Louisiana) first reported a position in SCHD in Q4 2013 and has held it in 51 quarters since. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Eagle Capital Management (Louisiana) held 934,410 shares of Schwab US Dividend Equity ETF worth $29.6M as of Q2 2026.
  • Eagle Capital Management (Louisiana) bought 5,177 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $164K.
  • Schwab US Dividend Equity ETF made up 10.12% of Eagle Capital Management (Louisiana)'s portfolio in Q2 2026, its #1 holding.
  • Eagle Capital Management (Louisiana) first reported a position in Schwab US Dividend Equity ETF in Q4 2013 and has held it in 51 quarters since.
  • 770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Eagle Capital Management (Louisiana)'s 13F filing for Q2 2026, filed 13 Jul 2026.