Jackson Hole Capital Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Jackson Hole Capital Partners’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 Q1	$318K	Hold	10,362	–	–	0.05%	187
2025 Q4	$284K	Hold	10,362	–	–	0.05%	186
2025 Q3	$283K	Hold	10,362	–	–	0.05%	184
2025 Q2	$275K	Hold	10,362	–	–	0.05%	179
2025 Q1	$290K	Hold	10,362	–	–	0.06%	172
2024 Q4	$283K	Hold	10,362	–	–	0.06%	179
2024 Q3	$292K	Hold	10,362	–	–	0.06%	168
2024 Q2	$269K	Hold	10,362	–	–	0.06%	176
2024 Q1	$278K	Sell	10,362 -3,348	-24%	-$86.5K	0.06%	175
2023 Q4	$348K	Buy	+13,710	New	+$327K	0.09%	157

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jackson Hole Capital Partners's SCHD Position: Q1 2026 in Review

Jackson Hole Capital Partners held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 10,362 shares worth $318K. The position accounts for 0.05% of the portfolio, ranked #187.

Jackson Hole Capital Partners first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. The position peaked at $348K in Q4 2023. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Jackson Hole Capital Partners held 10,362 shares of Schwab US Dividend Equity ETF worth $318K as of Q1 2026.
Jackson Hole Capital Partners left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
Schwab US Dividend Equity ETF made up 0.05% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #187 holding.
Jackson Hole Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
Jackson Hole Capital Partners's Schwab US Dividend Equity ETF position peaked at $348K in Q4 2023.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.