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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$972K Buy
30,645
+15,695
+105% +$498K 0.04% 290
2026
Q1
$459K Buy
+14,950
New +$454K 0.02% 356
2015
Q2
Sell
-2,850
Closed -$37K 493
2015
Q1
$37K Buy
+2,850
New +$37.9K 0.01% 504

Other funds holding SCHD

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

Parsons Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 105% in Q2 2026, buying an estimated $498K and bringing the position to 30,645 shares worth $972K. The position accounts for 0.04% of the portfolio, ranked #290.

Parsons Capital Management first reported a position in SCHD in Q1 2015 and has held it in 3 quarters since. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Parsons Capital Management held 30,645 shares of Schwab US Dividend Equity ETF worth $972K as of Q2 2026.
  • Parsons Capital Management bought 15,695 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $498K.
  • Schwab US Dividend Equity ETF made up 0.04% of Parsons Capital Management's portfolio in Q2 2026, its #290 holding.
  • Parsons Capital Management first reported a position in Schwab US Dividend Equity ETF in Q1 2015 and has held it in 3 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.