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

Kanawha 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 Q1	$1.26M	Sell	40,972 -500	-1%	-$15.2K	0.09%	115
2025 Q4	$1.14M	Sell	41,472 -250	-0.6%	-$6.8K	0.08%	114
2025 Q3	$1.14M	Hold	41,722	–	–	0.08%	114
2025 Q2	$1.11M	Sell	41,722 -2,900	-6%	-$75.7K	0.08%	113
2025 Q1	$1.25M	Sell	44,622 -1,201	-3%	-$33.5K	0.1%	106
2024 Q4	$1.25M	Sell	45,823 -3,635	-7%	-$103K	0.1%	106
2024 Q3	$1.39M	Hold	49,458	–	–	0.1%	109
2024 Q2	$1.28M	Buy	49,458 +28,230	+133%	+$735K	0.1%	114
2024 Q1	$571K	Sell	21,228 -3,000	-12%	-$77.5K	0.05%	153
2023 Q4	$615K	Sell	24,228 -768	-3%	-$18.3K	0.06%	136
2023 Q3	$590K	Hold	24,996	–	–	0.06%	135
2023 Q2	$605K	Sell	24,996 -3,000	-11%	-$71.7K	0.06%	137
2023 Q1	$683K	Sell	27,996 -1,182	-4%	-$29.6K	0.07%	127
2022 Q4	$735K	Sell	29,178 -168	-0.6%	-$4.15K	0.07%	124
2022 Q3	$650K	Buy	29,346 +6,966	+31%	+$169K	0.07%	122
2022 Q2	$534K	Sell	22,380 -600	-3%	-$15.3K	0.05%	134
2022 Q1	$604K	Hold	22,980	–	–	0.05%	134
2021 Q4	$619K	Buy	22,980 +1,746	+8%	+$45.4K	0.05%	137
2021 Q3	$525K	Hold	21,234	–	–	0.05%	142
2021 Q2	$535K	Sell	21,234 -2,355	-10%	-$59.5K	0.05%	142
2021 Q1	$573K	Buy	23,589 +1,092	+5%	+$24.8K	0.06%	137
2020 Q4	$481K	Hold	22,497	–	–	0.05%	144
2020 Q3	$415K	Buy	22,497 +8,658	+63%	+$159K	0.05%	140
2020 Q2	$239K	Sell	13,839 -8,727	-39%	-$147K	0.03%	175
2020 Q1	$338K	Buy	22,566 +1,047	+5%	+$18.8K	0.05%	143
2019 Q4	$415K	Hold	21,519	–	–	0.05%	146
2019 Q3	$393K	Buy	+21,519	New	+$385K	0.05%	144

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

Kanawha Capital Management's SCHD Position: Q1 2026 in Review

Kanawha Capital Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q1 2026, selling an estimated $15.2K and leaving 40,972 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #115.

Kanawha Capital Management first reported a position in SCHD in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.39M in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Kanawha Capital Management held 40,972 shares of Schwab US Dividend Equity ETF worth $1.26M as of Q1 2026.
Kanawha Capital Management sold 500 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $15.2K.
Schwab US Dividend Equity ETF made up 0.09% of Kanawha Capital Management's portfolio in Q1 2026, its #115 holding.
Kanawha Capital Management first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and has held it in 27 quarters since.
Kanawha Capital Management's Schwab US Dividend Equity ETF position peaked at $1.39M in Q3 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.