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

NovaPoint 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	$413K	Hold	13,035	–	–	0.09%	112
2026 Q1	$400K	Hold	13,035	–	–	0.1%	76
2025 Q4	$358K	Buy	13,035 +9	+0.1%	+$245	0.09%	77
2025 Q3	$356K	Hold	13,026	–	–	0.09%	112
2025 Q2	$345K	Hold	13,026	–	–	0.11%	74
2025 Q1	$364K	Hold	13,026	–	–	0.11%	105
2024 Q4	$356K	Hold	13,026	–	–	0.11%	107
2024 Q3	$367K	Buy	13,026 +1,605	+14%	+$43.7K	0.11%	101
2024 Q2	$296K	Hold	11,421	–	–	0.1%	111
2024 Q1	$307K	Sell	11,421 -318	-3%	-$8.21K	0.11%	109
2023 Q4	$298K	Buy	+11,739	New	+$280K	0.11%	103
2020 Q1	–	Sell	-27,393	Closed	-$529K	–	104
2019 Q4	$529K	Buy	+27,393	New	+$513K	0.42%	62

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

NovaPoint Capital's SCHD Position: Q2 2026 in Review

NovaPoint Capital held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 13,035 shares worth $413K. The position accounts for 0.09% of the portfolio, ranked #112.

NovaPoint Capital first reported a position in SCHD in Q4 2019 and has held it in 12 quarters since. The position peaked at $529K in Q4 2019. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

NovaPoint Capital held 13,035 shares of Schwab US Dividend Equity ETF worth $413K as of Q2 2026.
NovaPoint Capital left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.09% of NovaPoint Capital's portfolio in Q2 2026, its #112 holding.
NovaPoint Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 12 quarters since.
NovaPoint Capital's Schwab US Dividend Equity ETF position peaked at $529K in Q4 2019.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.