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

Inscription 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
2026 Q2	$2M	Buy	63,182 +2,983	+5%	+$94.6K	0.18%	101
2026 Q1	$1.85M	Buy	60,199 +9,406	+19%	+$285K	0.19%	89
2025 Q4	$1.39M	Sell	50,793 -1,517	-3%	-$41.2K	0.14%	118
2025 Q3	$1.43M	Sell	52,310 -1,067	-2%	-$29.1K	0.15%	105
2025 Q2	$1.41M	Buy	53,377 +15,685	+42%	+$410K	0.2%	78
2025 Q1	$3.04M	Buy	+37,692	New	+$1.05M	0.5%	40
2024 Q3	$3.46M	Buy	122,796 +7,665	+7%	+$209K	0.51%	39
2024 Q2	$2.98M	Buy	115,131 +1,905	+2%	+$49.6K	0.48%	42
2024 Q1	$3.04M	Buy	113,226 +52,389	+86%	+$1.35M	0.5%	40
2023 Q4	$1.54M	Buy	60,837 +1,635	+3%	+$39K	0.42%	45
2023 Q3	$1.4M	Buy	59,202 +3,513	+6%	+$86.2K	0.46%	46
2023 Q2	$1.35M	Buy	55,689 +3,846	+7%	+$91.9K	0.42%	48
2023 Q1	$1.26M	Buy	+51,843	New	+$1.3M	0.33%	62
2022 Q1	–	Sell	-7,767	Closed	-$209K	–	212
2021 Q4	$209K	Buy	+7,767	New	+$202K	0.06%	212
2021 Q3	–	Sell	-134,859	Closed	-$3.4M	–	365
2021 Q2	$3.4M	Buy	+134,859	New	+$3.41M	0.39%	60

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

Inscription Capital's SCHD Position: Q2 2026 in Review

Inscription Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 5% in Q2 2026, buying an estimated $94.6K and bringing the position to 63,182 shares worth $2M. The position accounts for 0.18% of the portfolio, ranked #101.

Inscription Capital first reported a position in SCHD in Q2 2021 and has held it in 15 quarters since. The position peaked at $3.46M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Inscription Capital held 63,182 shares of Schwab US Dividend Equity ETF worth $2M as of Q2 2026.
Inscription Capital bought 2,983 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $94.6K.
Schwab US Dividend Equity ETF made up 0.18% of Inscription Capital's portfolio in Q2 2026, its #101 holding.
Inscription Capital first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 15 quarters since.
Inscription Capital's Schwab US Dividend Equity ETF position peaked at $3.46M in Q3 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.