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

North 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 Q2	$312K	Buy	9,834 +1,398	+17%	+$44.4K	0.24%	70
2026 Q1	$259K	Sell	8,436 -15,678	-65%	-$476K	0.22%	74
2025 Q4	$661K	Buy	24,114 +16,212	+205%	+$441K	0.57%	27
2025 Q3	$216K	Buy	7,902 +5,143	+186%	+$140K	0.17%	76
2025 Q2	$73.1K	Buy	2,759 +532	+24%	+$13.9K	0.06%	164
2025 Q1	$62.3K	Buy	+2,227	New	+$62.1K	0.06%	185

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

North Capital's SCHD Position: Q2 2026 in Review

North Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q2 2026, buying an estimated $44.4K and bringing the position to 9,834 shares worth $312K. The position accounts for 0.24% of the portfolio, ranked #70.

North Capital first reported a position in SCHD in Q1 2025 and has held it in 6 quarters since. The position peaked at $661K in Q4 2025. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

North Capital held 9,834 shares of Schwab US Dividend Equity ETF worth $312K as of Q2 2026.
North Capital bought 1,398 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $44.4K.
Schwab US Dividend Equity ETF made up 0.24% of North Capital's portfolio in Q2 2026, its #70 holding.
North Capital first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 6 quarters since.
North Capital's Schwab US Dividend Equity ETF position peaked at $661K in Q4 2025.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.