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

Kirtland Hills 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	$948K	Buy	29,889 +8,060	+37%	+$256K	0.27%	91
2026 Q1	$677K	Buy	21,829 +14,079	+182%	+$427K	0.22%	100
2025 Q4	$213K	Buy	+7,750	New	+$211K	0.07%	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

Kirtland Hills Capital Management's SCHD Position: Q2 2026 in Review

Kirtland Hills Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 37% in Q2 2026, buying an estimated $256K and bringing the position to 29,889 shares worth $948K. The position accounts for 0.27% of the portfolio, ranked #91.

Kirtland Hills Capital Management first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Kirtland Hills Capital Management held 29,889 shares of Schwab US Dividend Equity ETF worth $948K as of Q2 2026.
Kirtland Hills Capital Management bought 8,060 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $256K.
Schwab US Dividend Equity ETF made up 0.27% of Kirtland Hills Capital Management's portfolio in Q2 2026, its #91 holding.
Kirtland Hills Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.