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

Lazari 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	$277K	Buy	8,747 +930	+12%	+$29.5K	0.09%	138
2026 Q1	$240K	Buy	7,817 +275	+4%	+$8.34K	0.08%	140
2025 Q4	$207K	Hold	7,542	–	–	0.07%	147
2025 Q3	$206K	Buy	+7,542	New	+$206K	0.07%	145
2025 Q2	–	Sell	-7,542	Closed	-$211K	–	160
2025 Q1	$211K	Buy	7,542 +42	+0.6%	+$1.17K	0.09%	136
2024 Q4	$205K	Hold	7,500	–	–	0.08%	138
2024 Q3	$211K	Buy	+7,500	New	+$204K	0.09%	142
2024 Q2	–	Sell	-7,800	Closed	-$210K	–	151
2024 Q1	$210K	Buy	+7,800	New	+$202K	0.11%	105

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

Lazari Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q2 2026, buying an estimated $29.5K and bringing the position to 8,747 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #138.

Lazari Capital Management first reported a position in SCHD in Q1 2024 and has held it in 8 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Lazari Capital Management held 8,747 shares of Schwab US Dividend Equity ETF worth $277K as of Q2 2026.
Lazari Capital Management bought 930 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $29.5K.
Schwab US Dividend Equity ETF made up 0.09% of Lazari Capital Management's portfolio in Q2 2026, its #138 holding.
Lazari Capital Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 8 quarters since.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.