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

Miramar Capital’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 Q1	$2.42M	Sell	78,835 -935	-1%	-$28.4K	0.54%	31
2025 Q4	$2.19M	Buy	79,770 +2,161	+3%	+$58.8K	0.48%	32
2025 Q3	$2.12M	Hold	77,609	–	–	0.47%	31
2025 Q2	$2.06M	Buy	77,609 +7,798	+11%	+$204K	0.49%	33
2025 Q1	$1.95M	Sell	69,811 -575	-0.8%	-$16K	0.46%	34
2024 Q4	$1.92M	Buy	70,386 +42,825	+155%	+$1.22M	0.46%	36
2024 Q3	$777K	Sell	27,561 -384	-1%	-$10.5K	0.18%	37
2024 Q2	$724K	Sell	27,945 -4,575	-14%	-$119K	0.18%	37
2024 Q1	$848K	Buy	32,520 +438	+1%	+$11.3K	0.21%	37
2023 Q4	$814K	Sell	32,082 -2,310	-7%	-$55K	0.21%	36
2023 Q3	$811K	Sell	34,392 -4,350	-11%	-$107K	0.22%	37
2023 Q2	$938K	Sell	38,742 -11,232	-22%	-$268K	0.24%	36
2023 Q1	$1.22M	Buy	49,974 +1,965	+4%	+$49.1K	0.31%	35
2022 Q4	$1.21M	Buy	48,009 +3,645	+8%	+$90K	0.32%	35
2022 Q3	$1.09M	Buy	44,364 +4,749	+12%	+$115K	0.3%	39
2022 Q2	$946K	Sell	39,615 -4,602	-10%	-$117K	0.27%	39
2022 Q1	$1.16M	Buy	+44,217	New	+$1.16M	0.32%	44
2021 Q1	–	Sell	-10,059	Closed	-$224K	–	66
2020 Q4	$224K	Buy	+10,059	New	+$204K	0.1%	65

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Miramar Capital's SCHD Position: Q1 2026 in Review

Miramar Capital reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q1 2026, selling an estimated $28.4K and leaving 78,835 shares worth $2.42M. The position accounts for 0.54% of the portfolio, ranked #31.

Miramar Capital first reported a position in SCHD in Q4 2020 and has held it in 18 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Miramar Capital held 78,835 shares of Schwab US Dividend Equity ETF worth $2.42M as of Q1 2026.
Miramar Capital sold 935 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $28.4K.
Schwab US Dividend Equity ETF made up 0.54% of Miramar Capital's portfolio in Q1 2026, its #31 holding.
Miramar Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 18 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Miramar Capital's 13F filing for Q1 2026, filed 11 May 2026.