J2 Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

J2 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	$385K	Hold	12,139	–	–	0.26%	93
2026 Q1	$372K	Buy	12,139 +25	+0.2%	+$758	0.26%	96
2025 Q4	$332K	Hold	12,114	–	–	0.24%	101
2025 Q3	$331K	Hold	12,114	–	–	0.25%	100
2025 Q2	$321K	Hold	12,114	–	–	0.26%	93
2025 Q1	$339K	Hold	12,114	–	–	0.31%	73
2024 Q4	$331K	Buy	+12,114	New	+$344K	0.31%	83
2023 Q3	$286K	Hold	12,114	–	–	0.36%	82
2023 Q2	$293K	Hold	12,114	–	–	0.35%	83
2023 Q1	$295K	Hold	12,114	–	–	0.46%	65
2022 Q4	$305K	Hold	12,114	–	–	0.52%	55
2022 Q3	$268K	Buy	12,114 +114	+1%	+$2.77K	0.51%	50
2022 Q2	$287K	Buy	+12,000	New	+$305K	0.44%	56

Other funds holding SCHD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

J2 Capital Management's SCHD Position: Q2 2026 in Review

J2 Capital Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 12,139 shares worth $385K. The position accounts for 0.26% of the portfolio, ranked #93.

J2 Capital Management first reported a position in SCHD in Q2 2022 and has held it in 13 quarters since. 1,173 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

J2 Capital Management held 12,139 shares of Schwab US Dividend Equity ETF worth $385K as of Q2 2026.
J2 Capital Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.26% of J2 Capital Management's portfolio in Q2 2026, its #93 holding.
J2 Capital Management first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 13 quarters since.
1,173 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.