KG&L Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

KG&L 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	$2.02M	Buy	63,845 +13,667	+27%	+$434K	1.2%	20
2026 Q1	$1.54M	Buy	50,178 +8,695	+21%	+$264K	1.1%	23
2025 Q4	$1.14M	Buy	41,483 +3,913	+10%	+$106K	0.28%	74
2025 Q3	$1.03M	Buy	37,570 +18,683	+99%	+$510K	0.27%	82
2025 Q2	$501K	Buy	18,887 +7,376	+64%	+$193K	0.15%	117
2025 Q1	$322K	Buy	+11,511	New	+$321K	0.1%	153

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 22.9% 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

KG&L Capital Management's SCHD Position: Q2 2026 in Review

KG&L Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 27% in Q2 2026, buying an estimated $434K and bringing the position to 63,845 shares worth $2.02M. The position accounts for 1.2% of the portfolio, ranked #20.

KG&L Capital Management first reported a position in SCHD in Q1 2025 and has held it in 6 quarters since. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

KG&L Capital Management held 63,845 shares of Schwab US Dividend Equity ETF worth $2.02M as of Q2 2026.
KG&L Capital Management bought 13,667 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $434K.
Schwab US Dividend Equity ETF made up 1.2% of KG&L Capital Management's portfolio in Q2 2026, its #20 holding.
KG&L Capital Management first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 6 quarters since.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.