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

Howard Capital Management’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	–	Sell	-24,721	Closed	-$758K	–	426
2026 Q1	$758K	Buy	+24,721	New	+$750K	0.01%	192
2022 Q1	–	Sell	-49,920	Closed	-$1.36M	–	69
2021 Q4	$1.36M	Buy	49,920 +6,798	+16%	+$177K	0.17%	33
2021 Q3	$1.07M	Sell	43,122 -3,519	-8%	-$89.4K	0.16%	31
2021 Q2	$1.16M	Buy	+46,641	New	+$1.18M	0.22%	25

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

Howard Capital Management's SCHD Position: Q2 2026 in Review

Howard Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 24,721 shares — an estimated $758K sold.

Howard Capital Management first reported a position in SCHD in Q2 2021 and held it in 4 quarters. The position peaked at $1.36M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Howard Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Howard Capital Management sold 24,721 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $758K.
Howard Capital Management first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and held it in 4 quarters.
Howard Capital Management's Schwab US Dividend Equity ETF position peaked at $1.36M in Q4 2021.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.