Fortress Private Ledger’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.43M Buy
45,116
+7,925
+21% +$251K 0.39% 62
2026
Q1
$1.14M Buy
+37,191
New +$1.13M 0.36% 65

Other funds holding SCHD

Fortress Private Ledger's SCHD Position: Q2 2026 in Review

Fortress Private Ledger increased its Schwab US Dividend Equity ETF (SCHD) stake by 21% in Q2 2026, buying an estimated $251K and bringing the position to 45,116 shares worth $1.43M. The position accounts for 0.39% of the portfolio, ranked #62.

Fortress Private Ledger first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Fortress Private Ledger held 45,116 shares of Schwab US Dividend Equity ETF worth $1.43M as of Q2 2026.
  • Fortress Private Ledger bought 7,925 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $251K.
  • Schwab US Dividend Equity ETF made up 0.39% of Fortress Private Ledger's portfolio in Q2 2026, its #62 holding.
  • Fortress Private Ledger first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.