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Owen LaRue’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Owen LaRue’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 		$1.22M Buy
38,541
+6,249
+19% +$198K 0.43% 58
2026
Q1 		$991K Buy
32,292
+5,646
+21% +$171K 0.38% 58
2025
Q4 		$731K Buy
26,646
+14,329
+116% +$390K 0.28% 68
2025
Q3 		$336K Buy
12,317
+1,014
+9% +$27.7K 0.13% 88
2025
Q2 		$300K Buy
11,303
+110
+1% +$2.87K 0.13% 88
2025
Q1 		$313K Sell
11,193
-594
-5% -$16.6K 0.16% 74
2024
Q4 		$322K Buy
11,787
+66
+0.6% +$1.88K 0.17% 74
2024
Q3 		$330K Sell
11,721
-4,113
-26% -$112K 0.18% 76
2024
Q2 		$410K Sell
15,834
-813
-5% -$21.2K 0.25% 60
2024
Q1 		$447K Sell
16,647
-3,471
-17% -$89.7K 0.28% 52
2023
Q4 		$511K Sell
20,118
-13,410
-40% -$320K 0.49% 44
2023
Q3 		$791K Sell
33,528
-741
-2% -$18.2K 0.87% 28
2023
Q2 		$834K Sell
34,269
-6,171
-15% -$147K 0.88% 29
2023
Q1 		$1.03M Hold
40,440
– – 1.11% 25
2022
Q4 		$1.03M Buy
+40,440
New +$998K 1.11% 25

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
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
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

Owen LaRue's SCHD Position: Q2 2026 in Review

Owen LaRue increased its Schwab US Dividend Equity ETF (SCHD) stake by 19% in Q2 2026, buying an estimated $198K and bringing the position to 38,541 shares worth $1.22M. The position accounts for 0.43% of the portfolio, ranked #58.

Owen LaRue first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Owen LaRue held 38,541 shares of Schwab US Dividend Equity ETF worth $1.22M as of Q2 2026.
  • Owen LaRue bought 6,249 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $198K.
  • Schwab US Dividend Equity ETF made up 0.43% of Owen LaRue's portfolio in Q2 2026, its #58 holding.
  • Owen LaRue first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.