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

Fidelis Capital Partners’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	$640K	Buy	20,854 +2,147	+11%	+$65.1K	0.05%	283
2025 Q4	$513K	Sell	18,707 -779	-4%	-$21.2K	0.04%	303
2025 Q3	$532K	Buy	19,486 +779	+4%	+$21.3K	0.04%	292
2025 Q2	$499K	Hold	18,707	–	–	0.05%	259
2025 Q1	$480K	Buy	+18,707	New	+$521K	0.05%	254

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

Fidelis Capital Partners's SCHD Position: Q1 2026 in Review

Fidelis Capital Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q1 2026, buying an estimated $65.1K and bringing the position to 20,854 shares worth $640K. The position accounts for 0.05% of the portfolio, ranked #283.

Fidelis Capital Partners first reported a position in SCHD in Q1 2025 and has held it in 5 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Fidelis Capital Partners held 20,854 shares of Schwab US Dividend Equity ETF worth $640K as of Q1 2026.
Fidelis Capital Partners bought 2,147 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $65.1K.
Schwab US Dividend Equity ETF made up 0.05% of Fidelis Capital Partners's portfolio in Q1 2026, its #283 holding.
Fidelis Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 5 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.