New England Capital Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

New England Capital Financial Advisors’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	$20.5K	Buy	648 +5	+0.8%	+$159	﹤0.01%	202
2026 Q1	$19.7K	Buy	643 +5	+0.8%	+$152	0.01%	197
2025 Q4	$17.5K	Hold	638	–	–	0.01%	211
2025 Q3	$17.4K	Hold	638	–	–	0.01%	202
2025 Q2	$16.9K	Buy	638 +38	+6%	+$992	0.01%	198
2025 Q1	$16.8K	Hold	600	–	–	0.01%	194
2024 Q4	$16.4K	Hold	600	–	–	0.01%	196
2024 Q3	$16.9K	Hold	600	–	–	0.01%	193
2024 Q2	$15.6K	Hold	600	–	–	0.01%	198
2024 Q1	$16.1K	Hold	600	–	–	0.01%	193
2023 Q4	$15.2K	Hold	600	–	–	0.01%	202
2023 Q3	$14.2K	Hold	600	–	–	0.01%	199
2023 Q2	$14.5K	Sell	600 -399	-40%	-$9.53K	0.01%	195
2023 Q1	$24.4K	Hold	999	–	–	0.02%	163
2022 Q4	$25.3K	Buy	+999	New	+$24.7K	0.02%	163

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

New England Capital Financial Advisors's SCHD Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.78% in Q2 2026, buying an estimated $159 and bringing the position to 648 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

New England Capital Financial Advisors first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.3K in Q4 2022. 1,753 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

New England Capital Financial Advisors held 648 shares of Schwab US Dividend Equity ETF worth $20.5K as of Q2 2026.
New England Capital Financial Advisors bought 5 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $159.
Schwab US Dividend Equity ETF made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #202 holding.
New England Capital Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Schwab US Dividend Equity ETF position peaked at $25.3K in Q4 2022.
1,753 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.