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

Heck 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	$339K	Sell	10,695 -500	-4%	-$15.9K	0.02%	176
2026 Q1	$343K	Hold	11,195	–	–	0.03%	167
2025 Q4	$307K	Buy	+11,195	New	+$304K	0.02%	184
2025 Q2	–	Sell	-98,088	Closed	-$2.74M	–	239
2025 Q1	$2.74M	Sell	98,088 -1,438,393	-94%	-$40.1M	0.31%	56
2024 Q4	$42M	Buy	1,536,481 +1,460,413	+1,920%	+$41.5M	1.79%	10
2024 Q3	$2.14M	Sell	76,068 -366	-0.5%	-$9.97K	0.25%	62
2024 Q2	$1.98M	Sell	76,434 -141	-0.2%	-$3.67K	0.25%	64
2024 Q1	$2.06M	Sell	76,575 -336	-0.4%	-$8.68K	0.31%	55
2023 Q4	$1.95M	Sell	76,911 -72,723	-49%	-$1.73M	0.32%	58
2023 Q3	$3.53M	Sell	149,634 -158,670	-51%	-$3.89M	0.65%	41
2023 Q2	$7.46M	Sell	308,304 -294,612	-49%	-$7.04M	1.29%	29
2023 Q1	$14.7M	Buy	602,916 +5,214	+0.9%	+$130K	2.82%	8
2022 Q4	$15.1M	Sell	597,702 -11,577	-2%	-$286K	2.92%	7
2022 Q3	$13.5M	Buy	609,279 +15,792	+3%	+$384K	2.78%	11
2022 Q2	$14.2M	Buy	593,487 +60,168	+11%	+$1.53M	2.85%	9
2022 Q1	$14M	Buy	+533,319	New	+$14M	2.54%	8

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

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

Heck Capital Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.5% in Q2 2026, selling an estimated $15.9K and leaving 10,695 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #176.

Heck Capital Advisors first reported a position in SCHD in Q1 2022 and has held it in 16 quarters since. The position peaked at $42M in Q4 2024. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Heck Capital Advisors held 10,695 shares of Schwab US Dividend Equity ETF worth $339K as of Q2 2026.
Heck Capital Advisors sold 500 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $15.9K.
Schwab US Dividend Equity ETF made up 0.02% of Heck Capital Advisors's portfolio in Q2 2026, its #176 holding.
Heck Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 16 quarters since.
Heck Capital Advisors's Schwab US Dividend Equity ETF position peaked at $42M in Q4 2024.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.