KG&L Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
KG&L Capital Management's SCHD Position: Q1 2026 in Review
KG&L Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 21% in Q1 2026, buying an estimated $264K and bringing the position to 50,178 shares worth $1.54M. The position accounts for 1.1% of the portfolio, ranked #23.
KG&L Capital Management first reported a position in SCHD in Q1 2025 and has held it in 5 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- KG&L Capital Management held 50,178 shares of Schwab US Dividend Equity ETF worth $1.54M as of Q1 2026.
- KG&L Capital Management bought 8,695 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $264K.
- Schwab US Dividend Equity ETF made up 1.1% of KG&L Capital Management's portfolio in Q1 2026, its #23 holding.
- KG&L Capital Management first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 5 quarters since.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.