Pacific Capital Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Pacific Capital Wealth 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	$13.1M	Sell	413,829 -63,726	-13%	-$2.02M	1.98%	10
2026 Q1	$14.7M	Sell	477,555 -20,543	-4%	-$623K	2.46%	8
2025 Q4	$13.7M	Sell	498,098 -13,520	-3%	-$368K	2.34%	11
2025 Q3	$14M	Sell	511,618 -126,891	-20%	-$3.46M	2.42%	11
2025 Q2	$17.3M	Buy	638,509 +39,274	+7%	+$1.03M	3.17%	8
2025 Q1	$16.8M	Buy	599,235 +61,259	+11%	+$1.71M	2.9%	9
2024 Q4	$14.7M	Buy	537,976 +99,937	+23%	+$2.84M	2.45%	10
2024 Q3	$12.3M	Buy	438,039 +74,907	+21%	+$2.04M	2.07%	10
2024 Q2	$9.41M	Buy	363,132 +191,052	+111%	+$4.97M	1.72%	12
2024 Q1	$4.62M	Sell	172,080 -1,110	-0.6%	-$28.7K	1.09%	18
2023 Q4	$4.4M	Sell	173,190 -417	-0.2%	-$9.94K	1.11%	18
2023 Q3	$4.09M	Sell	173,607 -186	-0.1%	-$4.56K	1.15%	19
2023 Q2	$4.21M	Sell	173,793 -444	-0.3%	-$10.6K	1.07%	22
2023 Q1	$4.25M	Sell	174,237 -567	-0.3%	-$14.2K	1.09%	24
2022 Q4	$4.4M	Sell	174,804 -1,599	-0.9%	-$39.5K	1.14%	23
2022 Q3	$3.91M	Sell	176,403 -39,195	-18%	-$952K	1.06%	22
2022 Q2	$5.15M	Sell	215,598 -786	-0.4%	-$20K	1.43%	18
2022 Q1	$5.69M	Buy	216,384 +3	+0%	+$79	1.63%	16
2021 Q4	$5.83M	Sell	216,381 -150	-0.1%	-$3.9K	1.68%	16
2021 Q3	$5.36M	Buy	216,531 +138,543	+178%	+$3.52M	1.7%	17
2021 Q2	$1.97M	Buy	77,988 +606	+0.8%	+$15.3K	0.99%	29
2021 Q1	$1.88M	Buy	77,382 +2,355	+3%	+$53.6K	1.05%	29
2020 Q4	$1.6M	Buy	75,027 +28,053	+60%	+$569K	0.91%	33
2020 Q3	$866K	Hold	46,974	–	–	0.51%	39
2020 Q2	$810K	Buy	46,974 +11,685	+33%	+$197K	0.55%	38
2020 Q1	$529K	Buy	35,289 +4,527	+15%	+$81.3K	0.4%	43
2019 Q4	$594K	Buy	+30,762	New	+$576K	0.4%	42

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

Pacific Capital Wealth Advisors's SCHD Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q2 2026, selling an estimated $2.02M and leaving 413,829 shares worth $13.1M. The position accounts for 1.98% of the portfolio, ranked #10.

Pacific Capital Wealth Advisors first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.3M in Q2 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Pacific Capital Wealth Advisors held 413,829 shares of Schwab US Dividend Equity ETF worth $13.1M as of Q2 2026.
Pacific Capital Wealth Advisors sold 63,726 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.02M.
Schwab US Dividend Equity ETF made up 1.98% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Pacific Capital Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
Pacific Capital Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $17.3M in Q2 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.