Mirador Capital Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mirador Capital Partners’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	$579K	Buy	18,246 +7	+0%	+$222	0.07%	143
2026 Q1	$560K	Sell	18,239 -4,571	-20%	-$139K	0.08%	137
2025 Q4	$626K	Buy	22,810 +3,246	+17%	+$88.3K	0.09%	131
2025 Q3	$534K	Sell	19,564 -1,080	-5%	-$29.5K	0.08%	141
2025 Q2	$547K	Buy	20,644 +404	+2%	+$10.6K	0.09%	132
2025 Q1	$566K	Buy	20,240 +261	+1%	+$7.28K	0.1%	128
2024 Q4	$546K	Buy	19,979 +347	+2%	+$9.87K	0.1%	122
2024 Q3	$553K	Sell	19,632 -564	-3%	-$15.4K	0.1%	119
2024 Q2	$523K	Sell	20,196 -861	-4%	-$22.4K	0.1%	117
2024 Q1	$566K	Buy	21,057 +105	+0.5%	+$2.71K	0.11%	121
2023 Q4	$532K	Buy	20,952 +7,545	+56%	+$180K	0.11%	112
2023 Q3	$316K	Sell	13,407 -7,941	-37%	-$195K	0.07%	143
2023 Q2	$517K	Sell	21,348 -15,810	-43%	-$378K	0.12%	120
2023 Q1	$906K	Sell	37,158 -1,026	-3%	-$25.7K	0.21%	75
2022 Q4	$961K	Buy	38,184 +1,881	+5%	+$46.4K	0.23%	74
2022 Q3	$804K	Buy	36,303 +1,017	+3%	+$24.7K	0.19%	80
2022 Q2	$843K	Sell	35,286 -4,182	-11%	-$106K	0.2%	83
2022 Q1	$1.04M	Sell	39,468 -2,034	-5%	-$53.3K	0.21%	86
2021 Q4	$1.12M	Sell	41,502 -5,241	-11%	-$136K	0.24%	87
2021 Q3	$1.16M	Sell	46,743 -951	-2%	-$24.2K	0.26%	87
2021 Q2	$1.2M	Buy	47,694 +6,927	+17%	+$175K	0.27%	84
2021 Q1	$991K	Buy	40,767 +6,345	+18%	+$144K	0.25%	93
2020 Q4	$736K	Buy	34,422 +1,878	+6%	+$38.1K	0.2%	100
2020 Q3	$600K	Sell	32,544 -22,992	-41%	-$423K	0.19%	103
2020 Q2	$958K	Sell	55,536 -7,905	-12%	-$134K	0.36%	71
2020 Q1	$1.05M	Sell	63,441 -618	-1%	-$11.1K	0.44%	54
2019 Q4	$1.24M	Sell	64,059 -4,938	-7%	-$92.5K	0.5%	55
2019 Q3	$1.26M	Buy	+68,997	New	+$1.23M	0.56%	59

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 22.96% 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

Mirador Capital Partners's SCHD Position: Q2 2026 in Review

Mirador Capital Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.04% in Q2 2026, buying an estimated $222 and bringing the position to 18,246 shares worth $579K. The position accounts for 0.07% of the portfolio, ranked #143.

Mirador Capital Partners first reported a position in SCHD in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.26M in Q3 2019. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Mirador Capital Partners held 18,246 shares of Schwab US Dividend Equity ETF worth $579K as of Q2 2026.
Mirador Capital Partners bought 7 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $222.
Schwab US Dividend Equity ETF made up 0.07% of Mirador Capital Partners's portfolio in Q2 2026, its #143 holding.
Mirador Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and has held it in 28 quarters since.
Mirador Capital Partners's Schwab US Dividend Equity ETF position peaked at $1.26M in Q3 2019.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.