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

Fairscale 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	$2.59M	Buy	81,679 +3,664	+5%	+$116K	1.55%	13
2026 Q1	$2.39M	Buy	78,015 +30	+0%	+$910	1.66%	11
2025 Q4	$2.14M	Buy	77,985 +4,392	+6%	+$119K	1.42%	16
2025 Q3	$2.01M	Buy	73,593 +35	+0%	+$955	1.38%	15
2025 Q2	$1.95M	Buy	73,558 +8,507	+13%	+$222K	1.42%	14
2025 Q1	$1.82M	Buy	65,051 +4,740	+8%	+$132K	1.64%	11
2024 Q4	$1.65M	Buy	60,311 +35	+0.1%	+$995	1.42%	13
2024 Q3	$1.7M	Buy	60,276 +3,801	+7%	+$104K	1.49%	12
2024 Q2	$1.53M	Buy	+56,475	New	+$1.47M	1.36%	12

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Fairscale Capital's SCHD Position: Q2 2026 in Review

Fairscale Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.7% in Q2 2026, buying an estimated $116K and bringing the position to 81,679 shares worth $2.59M. The position accounts for 1.55% of the portfolio, ranked #13.

Fairscale Capital first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Fairscale Capital held 81,679 shares of Schwab US Dividend Equity ETF worth $2.59M as of Q2 2026.
Fairscale Capital bought 3,664 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $116K.
Schwab US Dividend Equity ETF made up 1.55% of Fairscale Capital's portfolio in Q2 2026, its #13 holding.
Fairscale Capital first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Fairscale Capital's 13F filing for Q2 2026, filed 7 Aug 2026.