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 Q3	$948K	Buy	27,192 +24,795	+1,034%	+$836K	0.35%	46
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $1.06B AUM 17.1% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Key Capital Management's SCHD Position: Q3 2026 in Review

Key Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 1,034% in Q3 2026, buying an estimated $836K and bringing the position to 27,192 shares worth $948K. The position accounts for 0.35% of the portfolio, ranked #46.

Key Capital Management first reported a position in SCHD in Q4 2025 and has held it in 4 quarters since. 1,630 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Key Capital Management held 27,192 shares of Schwab US Dividend Equity ETF worth $948K as of Q3 2026.
Key Capital Management bought 24,795 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $836K.
Schwab US Dividend Equity ETF made up 0.35% of Key Capital Management's portfolio in Q3 2026, its #46 holding.
Key Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 4 quarters since.
1,630 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.