Kavar Capital Partners Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Kavar Capital Partners Group’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	$458K	Buy	14,435 +45	+0.3%	+$1.43K	0.06%	137
2026 Q1	$441K	Buy	+14,390	New	+$437K	0.06%	138
2023 Q1	–	Sell	-40,677	Closed	-$1.02M	–	169
2022 Q4	$1.02M	Buy	40,677 +1,215	+3%	+$30K	0.24%	82
2022 Q3	$874K	Sell	39,462 -57	-0.1%	-$1.39K	0.22%	87
2022 Q2	$944K	Hold	39,519	–	–	0.22%	85
2022 Q1	$1.04M	Hold	39,519	–	–	0.22%	86
2021 Q4	$1.06M	Hold	39,519	–	–	0.22%	89
2021 Q3	$978K	Hold	39,519	–	–	0.22%	93
2021 Q2	$996K	Buy	39,519 +3	+0%	+$76	0.24%	90
2021 Q1	$961K	Buy	39,516 +600	+2%	+$13.6K	0.26%	85
2020 Q4	$832K	Sell	38,916 -231	-0.6%	-$4.68K	0.24%	87
2020 Q3	$722K	Sell	39,147 -201	-0.5%	-$3.7K	0.24%	81
2020 Q2	$679K	Sell	39,348 -282	-0.7%	-$4.76K	0.26%	80
2020 Q1	$594K	Buy	39,630 +7,200	+22%	+$129K	0.28%	75
2019 Q4	$626K	Sell	32,430 -15	-0%	-$281	0.23%	79
2019 Q3	$592K	Hold	32,445	–	–	0.23%	79
2019 Q2	$574K	Buy	32,445 +8,601	+36%	+$151K	0.23%	78
2019 Q1	$415K	Buy	+23,844	New	+$401K	0.19%	88
2018 Q3	–	Sell	-6,081	Closed	-$100K	–	326
2018 Q2	$100K	Hold	6,081	–	–	0.05%	144
2018 Q1	$99K	Buy	+6,081	New	+$104K	0.05%	147
2016 Q1	–	Sell	-4,614	Closed	-$59K	–	336
2015 Q4	$59K	Sell	4,614 -279	-6%	-$3.6K	0.04%	159
2015 Q3	$58K	Hold	4,893	–	–	0.04%	162
2015 Q2	$62K	Buy	+4,893	New	+$64.8K	0.04%	170
2014 Q2	–	Sell	-6,021	Closed	-$73K	–	378
2014 Q1	$73K	Buy	6,021 +960	+19%	+$11.5K	0.06%	176
2013 Q4	$61K	Buy	+5,061	New	+$59.7K	0.05%	180

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

Kavar Capital Partners Group's SCHD Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.31% in Q2 2026, buying an estimated $1.43K and bringing the position to 14,435 shares worth $458K. The position accounts for 0.06% of the portfolio, ranked #137.

Kavar Capital Partners Group first reported a position in SCHD in Q4 2013 and has held it in 25 quarters since. The position peaked at $1.06M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Kavar Capital Partners Group held 14,435 shares of Schwab US Dividend Equity ETF worth $458K as of Q2 2026.
Kavar Capital Partners Group bought 45 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.43K.
Schwab US Dividend Equity ETF made up 0.06% of Kavar Capital Partners Group's portfolio in Q2 2026, its #137 holding.
Kavar Capital Partners Group first reported a position in Schwab US Dividend Equity ETF in Q4 2013 and has held it in 25 quarters since.
Kavar Capital Partners Group's Schwab US Dividend Equity ETF position peaked at $1.06M in Q4 2021.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.