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

Palouse Capital Management’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	$277K	Buy	8,738 +5,062	+138%	+$161K	0.17%	64
2026 Q1	$113K	Buy	3,676 +3	+0.1%	+$91	0.07%	89
2025 Q4	$101K	Buy	3,673 +58	+2%	+$1.58K	0.06%	90
2025 Q3	$98.7K	Sell	3,615 -44	-1%	-$1.2K	0.06%	96
2025 Q2	$97K	Sell	3,659 -2	-0.1%	-$52	0.06%	89
2025 Q1	$102K	Hold	3,661	–	–	0.07%	92
2024 Q4	$100K	Sell	3,661 -902	-20%	-$25.6K	0.07%	98
2024 Q3	$129K	Sell	4,563 -36	-0.8%	-$981	0.08%	88
2024 Q2	$119K	Buy	4,599 +123	+3%	+$3.2K	0.08%	87
2024 Q1	$120K	Buy	+4,476	New	+$116K	0.08%	89
2022 Q4	–	Sell	-11,229	Closed	-$249K	–	86
2022 Q3	$249K	Buy	11,229 +1,401	+14%	+$34K	0.14%	71
2022 Q2	$235K	Sell	9,828 -918	-9%	-$23.4K	0.12%	71
2022 Q1	$283K	Sell	10,746 -498	-4%	-$13K	0.12%	75
2021 Q4	$303K	Buy	11,244 +24	+0.2%	+$623	0.13%	82
2021 Q3	$278K	Buy	11,220 +234	+2%	+$5.95K	0.12%	77
2021 Q2	$277K	Buy	10,986 +1,881	+21%	+$47.5K	0.12%	74
2021 Q1	$221K	Buy	+9,105	New	+$207K	0.1%	86

Other funds holding SCHD

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

KFP

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Palouse Capital Management's SCHD Position: Q2 2026 in Review

Palouse Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 138% in Q2 2026, buying an estimated $161K and bringing the position to 8,738 shares worth $277K. The position accounts for 0.17% of the portfolio, ranked #64.

Palouse Capital Management first reported a position in SCHD in Q1 2021 and has held it in 17 quarters since. The position peaked at $303K in Q4 2021. 1,486 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Palouse Capital Management held 8,738 shares of Schwab US Dividend Equity ETF worth $277K as of Q2 2026.
Palouse Capital Management bought 5,062 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $161K.
Schwab US Dividend Equity ETF made up 0.17% of Palouse Capital Management's portfolio in Q2 2026, its #64 holding.
Palouse Capital Management first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 17 quarters since.
Palouse Capital Management's Schwab US Dividend Equity ETF position peaked at $303K in Q4 2021.
1,486 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.