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

LVM 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	$4.76M	Buy	150,001 +5,515	+4%	+$175K	0.4%	43
2026 Q1	$4.43M	Buy	144,486 +5,309	+4%	+$161K	0.42%	44
2025 Q4	$3.82M	Sell	139,177 -3,727	-3%	-$101K	0.35%	48
2025 Q3	$3.9M	Buy	142,904 +1,879	+1%	+$51.3K	0.37%	48
2025 Q2	$3.74M	Buy	141,025 +13,419	+11%	+$350K	0.39%	50
2025 Q1	$3.57M	Buy	127,606 +4,570	+4%	+$127K	0.4%	51
2024 Q4	$3.36M	Buy	123,036 +3,057	+3%	+$86.9K	0.36%	49
2024 Q3	$3.11M	Hold	119,979	–	–	0.35%	47
2024 Q2	$3.11M	Buy	119,979 +2,310	+2%	+$60.1K	0.35%	47
2024 Q1	$3.16M	Buy	117,669 +18,465	+19%	+$477K	0.37%	47
2023 Q4	$2.52M	Buy	99,204 +21,855	+28%	+$521K	0.32%	49
2023 Q3	$1.82M	Buy	77,349 +7,320	+10%	+$180K	0.26%	52
2023 Q2	$1.7M	Buy	70,029 +21,720	+45%	+$519K	0.23%	56
2023 Q1	$1.18M	Buy	48,309 +21,045	+77%	+$526K	0.16%	64
2022 Q4	$687K	Buy	+27,264	New	+$673K	0.1%	80

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

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

LVM Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.8% in Q2 2026, buying an estimated $175K and bringing the position to 150,001 shares worth $4.76M. The position accounts for 0.4% of the portfolio, ranked #43.

LVM Capital Management first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

LVM Capital Management held 150,001 shares of Schwab US Dividend Equity ETF worth $4.76M as of Q2 2026.
LVM Capital Management bought 5,515 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $175K.
Schwab US Dividend Equity ETF made up 0.4% of LVM Capital Management's portfolio in Q2 2026, its #43 holding.
LVM Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.