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

Forte 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
2025 Q2	$306K	Buy	11,553 +2,548	+28%	+$66.5K	0.03%	214
2025 Q1	$252K	Buy	9,005 +23	+0.3%	+$641	0.03%	218
2024 Q4	$245K	Sell	8,982 -666	-7%	-$18.9K	0.03%	215
2024 Q3	$272K	Sell	9,648 -10,701	-53%	-$292K	0.03%	213
2024 Q2	$527K	Sell	20,349 -390	-2%	-$10.2K	0.06%	153
2024 Q1	$557K	Buy	20,739 +18	+0.1%	+$465	0.07%	151
2023 Q4	$526K	Buy	20,721 +24	+0.1%	+$572	0.07%	139
2023 Q3	$488K	Sell	20,697 -69	-0.3%	-$1.69K	0.08%	138
2023 Q2	$503K	Buy	20,766 +21	+0.1%	+$502	0.07%	138
2023 Q1	$506K	Sell	20,745 -567	-3%	-$14.2K	0.08%	136
2022 Q4	$537K	Buy	21,312 +27	+0.1%	+$666	0.09%	122
2022 Q3	$471K	Sell	21,285 -18,453	-46%	-$448K	0.09%	122
2022 Q2	$949K	Buy	+39,738	New	+$1.01M	0.17%	103

Other funds holding SCHD

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Forte Capital's SCHD Position: Q2 2025 in Review

Forte Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 28% in Q2 2025, buying an estimated $66.5K and bringing the position to 11,553 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #214.

Forte Capital first reported a position in SCHD in Q2 2022 and has held it in 13 quarters since. The position peaked at $949K in Q2 2022. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Forte Capital held 11,553 shares of Schwab US Dividend Equity ETF worth $306K as of Q2 2025.
Forte Capital bought 2,548 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $66.5K.
Schwab US Dividend Equity ETF made up 0.03% of Forte Capital's portfolio in Q2 2025, its #214 holding.
Forte Capital first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 13 quarters since.
Forte Capital's Schwab US Dividend Equity ETF position peaked at $949K in Q2 2022.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.