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

Fortis Capital Advisors’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	$370K	Buy	11,661 +2,671	+30%	+$84.7K	0.04%	293
2026 Q1	$276K	Buy	+8,990	New	+$273K	0.04%	312
2024 Q3	–	Sell	-21,366	Closed	-$554K	–	198
2024 Q2	$554K	Sell	21,366 -396	-2%	-$10.3K	0.2%	93
2024 Q1	$585K	Buy	+21,762	New	+$562K	0.25%	71
2023 Q2	–	Sell	-1,503	Closed	-$36.7K	–	513
2023 Q1	$36.7K	Sell	1,503 -2,100	-58%	-$52.5K	0.02%	324
2022 Q4	$90.8K	Buy	+3,603	New	+$88.9K	0.05%	230

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

Fortis Capital Advisors's SCHD Position: Q2 2026 in Review

Fortis Capital Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 30% in Q2 2026, buying an estimated $84.7K and bringing the position to 11,661 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #293.

Fortis Capital Advisors first reported a position in SCHD in Q4 2022 and has held it in 6 quarters since. The position peaked at $585K in Q1 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Fortis Capital Advisors held 11,661 shares of Schwab US Dividend Equity ETF worth $370K as of Q2 2026.
Fortis Capital Advisors bought 2,671 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $84.7K.
Schwab US Dividend Equity ETF made up 0.04% of Fortis Capital Advisors's portfolio in Q2 2026, its #293 holding.
Fortis Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 6 quarters since.
Fortis Capital Advisors's Schwab US Dividend Equity ETF position peaked at $585K in Q1 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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