J. Hagan Capital’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
Q1
$2.55M Buy
83,050
+3,265
+4% +$99K 1.37% 19
2025
Q4
$2.19M Buy
+79,785
New +$2.17M 1.21% 23

Other funds holding SCHD

J. Hagan Capital's SCHD Position: Q1 2026 in Review

J. Hagan Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.1% in Q1 2026, buying an estimated $99K and bringing the position to 83,050 shares worth $2.55M. The position accounts for 1.37% of the portfolio, ranked #19.

J. Hagan Capital first reported a position in SCHD in Q4 2025 and has held it in 2 quarters since. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • J. Hagan Capital held 83,050 shares of Schwab US Dividend Equity ETF worth $2.55M as of Q1 2026.
  • J. Hagan Capital bought 3,265 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $99K.
  • Schwab US Dividend Equity ETF made up 1.37% of J. Hagan Capital's portfolio in Q1 2026, its #19 holding.
  • J. Hagan Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on J. Hagan Capital's 13F filing for Q1 2026, filed 13 May 2026.