KCM
SCHD icon

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

Key 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 		$76K Hold
2,397
– – 0.04% 125
2026
Q1 		$73.5K Sell
2,397
-657
-22% -$19.9K 0.05% 117
2025
Q4 		$83.8K Buy
+3,054
New +$83K 0.08% 105

Other funds holding SCHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
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

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

Key Capital Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 2,397 shares worth $76K. The position accounts for 0.04% of the portfolio, ranked #125.

Key Capital Management first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. The position peaked at $83.8K in Q4 2025. 1,410 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Key Capital Management held 2,397 shares of Schwab US Dividend Equity ETF worth $76K as of Q2 2026.
  • Key Capital Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.04% of Key Capital Management's portfolio in Q2 2026, its #125 holding.
  • Key Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's Schwab US Dividend Equity ETF position peaked at $83.8K in Q4 2025.
  • 1,410 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.