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 Q2	$774K	Buy	24,396 +2,825	+13%	+$89.6K	0.14%	123
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

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

Mission Creek Capital Partners's SCHD Position: Q2 2026 in Review

Mission Creek Capital Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q2 2026, buying an estimated $89.6K and bringing the position to 24,396 shares worth $774K. The position accounts for 0.14% of the portfolio, ranked #123.

Mission Creek Capital Partners first reported a position in SCHD in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.94M in Q3 2020. 2,144 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Mission Creek Capital Partners held 24,396 shares of Schwab US Dividend Equity ETF worth $774K as of Q2 2026.
Mission Creek Capital Partners bought 2,825 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $89.6K.
Schwab US Dividend Equity ETF made up 0.14% of Mission Creek Capital Partners's portfolio in Q2 2026, its #123 holding.
Mission Creek Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 26 quarters since.
Mission Creek Capital Partners's Schwab US Dividend Equity ETF position peaked at $3.94M in Q3 2020.
2,144 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Mission Creek Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.