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

Family 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 Q1	$7.14M	Sell	232,604 -185,505	-44%	-$5.63M	3.17%	8
2025 Q4	$11.5M	Sell	418,109 -34,834	-8%	-$947K	5.09%	5
2025 Q3	$12.4M	Sell	452,943 -55,573	-11%	-$1.52M	5.9%	5
2025 Q2	$13.5M	Buy	508,516 +8,198	+2%	+$214K	7.06%	5
2025 Q1	$14M	Sell	500,318 -7,659	-2%	-$214K	8.63%	2
2024 Q4	$13.9M	Sell	507,977 -6,076	-1%	-$173K	8.38%	3
2024 Q3	$14.5M	Sell	514,053 -9,141	-2%	-$249K	9.33%	2
2024 Q2	$13.6M	Sell	523,194 -18,699	-3%	-$487K	9.24%	2
2024 Q1	$14.6M	Sell	541,893 -13,149	-2%	-$340K	10.15%	2
2023 Q4	$14.1M	Sell	555,042 -118,041	-18%	-$2.81M	9.98%	2
2023 Q3	$15.9M	Sell	673,083 -24,828	-4%	-$609K	10.48%	1
2023 Q2	$16.9M	Buy	697,911 +20,238	+3%	+$484K	10.53%	1
2023 Q1	$16.5M	Buy	677,673 +47,100	+7%	+$1.18M	7.15%	2
2022 Q4	$15.9M	Buy	+630,573	New	+$15.6M	10.47%	2

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Family Capital Management's SCHD Position: Q1 2026 in Review

Family Capital Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 44% in Q1 2026, selling an estimated $5.63M and leaving 232,604 shares worth $7.14M. The position accounts for 3.17% of the portfolio, ranked #8.

Family Capital Management first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.9M in Q2 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Family Capital Management held 232,604 shares of Schwab US Dividend Equity ETF worth $7.14M as of Q1 2026.
Family Capital Management sold 185,505 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $5.63M.
Schwab US Dividend Equity ETF made up 3.17% of Family Capital Management's portfolio in Q1 2026, its #8 holding.
Family Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
Family Capital Management's Schwab US Dividend Equity ETF position peaked at $16.9M in Q2 2023.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.