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

Fairview Capital Investment 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	$2.27M	Buy	71,648 +16,863	+31%	+$535K	0.12%	84
2026 Q1	$1.68M	Sell	54,785 -1,510	-3%	-$45.8K	0.09%	93
2025 Q4	$1.54M	Buy	56,295 +1,185	+2%	+$32.2K	0.08%	87
2025 Q3	$1.5M	Buy	55,110 +4,510	+9%	+$123K	0.08%	85
2025 Q2	$1.34M	Buy	50,600 +5,538	+12%	+$145K	0.07%	84
2025 Q1	$1.26M	Buy	45,062 +6,934	+18%	+$193K	0.07%	82
2024 Q4	$1.04M	Buy	38,128 +10,816	+40%	+$307K	0.05%	88
2024 Q3	$770K	Buy	27,312 +1,152	+4%	+$31.4K	0.04%	99
2024 Q2	$678K	Sell	26,160 -1,800	-6%	-$46.9K	0.04%	99
2024 Q1	$751K	Buy	27,960 +5,490	+24%	+$142K	0.04%	102
2023 Q4	$570K	Buy	+22,470	New	+$535K	0.03%	104
2020 Q1	–	Sell	-13,635	Closed	-$263K	–	141
2019 Q4	$263K	Buy	+13,635	New	+$255K	0.01%	126

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

Fairview Capital Investment Management's SCHD Position: Q2 2026 in Review

Fairview Capital Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 31% in Q2 2026, buying an estimated $535K and bringing the position to 71,648 shares worth $2.27M. The position accounts for 0.12% of the portfolio, ranked #84.

Fairview Capital Investment Management first reported a position in SCHD in Q4 2019 and has held it in 12 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Fairview Capital Investment Management held 71,648 shares of Schwab US Dividend Equity ETF worth $2.27M as of Q2 2026.
Fairview Capital Investment Management bought 16,863 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $535K.
Schwab US Dividend Equity ETF made up 0.12% of Fairview Capital Investment Management's portfolio in Q2 2026, its #84 holding.
Fairview Capital Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 12 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.