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

Mission Creek 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 Q1	$662K	Hold	21,571	–	–	0.13%	130
2025 Q4	$592K	Sell	21,571 -4	-0%	-$109	0.12%	129
2025 Q3	$589K	Hold	21,575	–	–	0.12%	133
2025 Q2	$572K	Sell	21,575 -340	-2%	-$8.88K	0.13%	130
2025 Q1	$613K	Sell	21,915 -177	-0.8%	-$4.93K	0.15%	130
2024 Q4	$604K	Hold	22,092	–	–	0.13%	148
2024 Q3	$622K	Sell	22,092 -15	-0.1%	-$409	0.14%	141
2024 Q2	$573K	Sell	22,107 -18,585	-46%	-$484K	0.14%	130
2024 Q1	$1.09M	Sell	40,692 -3,672	-8%	-$94.9K	0.28%	97
2023 Q4	$1.13M	Sell	44,364 -5,670	-11%	-$135K	0.29%	98
2023 Q3	$1.18M	Buy	50,034 +42	+0.1%	+$1.03K	0.4%	84
2023 Q2	$1.21M	Sell	49,992 -21,021	-30%	-$502K	0.39%	87
2023 Q1	$1.73M	Sell	71,013 -34,116	-32%	-$853K	0.59%	56
2022 Q4	$2.65M	Sell	105,129 -9,723	-8%	-$240K	0.95%	24
2022 Q3	$2.54M	Sell	114,852 -3,108	-3%	-$75.5K	0.96%	25
2022 Q2	$2.82M	Sell	117,960 -5,331	-4%	-$136K	0.94%	21
2022 Q1	$3.24M	Sell	123,291 -2,022	-2%	-$52.9K	0.86%	27
2021 Q4	$3.38M	Sell	125,313 -1,815	-1%	-$47.2K	0.67%	37
2021 Q3	$3.15M	Sell	127,128 -630	-0.5%	-$16K	0.59%	32
2021 Q2	$3.22M	Sell	127,758 -4,446	-3%	-$112K	0.52%	27
2021 Q1	$3.21M	Sell	132,204 -13,404	-9%	-$305K	0.48%	24
2020 Q4	$3.11M	Sell	145,608 -68,025	-32%	-$1.38M	0.95%	18
2020 Q3	$3.94M	Buy	213,633 +2,928	+1%	+$53.9K	1.55%	10
2020 Q2	$3.63M	Sell	210,705 -30,843	-13%	-$521K	1.91%	7
2020 Q1	$3.62M	Buy	+241,548	New	+$4.34M	1.95%	7

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 $424B AUM 22.94% 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

Mission Creek Capital Partners's SCHD Position: Q1 2026 in Review

Mission Creek Capital Partners held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 21,571 shares worth $662K. The position accounts for 0.13% of the portfolio, ranked #130.

Mission Creek Capital Partners first reported a position in SCHD in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.94M in Q3 2020. 2,046 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Mission Creek Capital Partners held 21,571 shares of Schwab US Dividend Equity ETF worth $662K as of Q1 2026.
Mission Creek Capital Partners left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
Schwab US Dividend Equity ETF made up 0.13% of Mission Creek Capital Partners's portfolio in Q1 2026, its #130 holding.
Mission Creek Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 25 quarters since.
Mission Creek Capital Partners's Schwab US Dividend Equity ETF position peaked at $3.94M in Q3 2020.
2,046 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Mission Creek Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.