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 Q2	$7.28M	Sell	229,593 -3,011	-1%	-$95.5K	2.82%	8
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

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

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

Family Capital Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.3% in Q2 2026, selling an estimated $95.5K and leaving 229,593 shares worth $7.28M. The position accounts for 2.82% of the portfolio, ranked #8.

Family Capital Management first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.9M in Q2 2023. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Family Capital Management held 229,593 shares of Schwab US Dividend Equity ETF worth $7.28M as of Q2 2026.
Family Capital Management sold 3,011 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $95.5K.
Schwab US Dividend Equity ETF made up 2.82% of Family Capital Management's portfolio in Q2 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 15 quarters since.
Family Capital Management's Schwab US Dividend Equity ETF position peaked at $16.9M in Q2 2023.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.