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

Proficio Capital Partners’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	$272K	Hold	8,577	–	–	0.01%	535
2026 Q1	$263K	Hold	8,577	–	–	0.01%	218
2025 Q4	$235K	Sell	8,577 -5,430	-39%	-$148K	0.02%	219
2025 Q3	$382K	Hold	14,007	–	–	0.03%	150
2025 Q2	$371K	Hold	14,007	–	–	0.02%	295
2025 Q1	$392K	Hold	14,007	–	–	0.03%	249
2024 Q4	$383K	Buy	14,007 +2,007	+17%	+$57.1K	0.03%	231
2024 Q3	$338K	Hold	12,000	–	–	0.03%	200
2024 Q2	$311K	Hold	12,000	–	–	0.03%	244
2024 Q1	$323K	Sell	12,000 -2,088	-15%	-$53.9K	0.04%	233
2023 Q4	$358K	Hold	14,088	–	–	0.04%	190
2023 Q3	$332K	Buy	+14,088	New	+$346K	0.04%	199
2019 Q3	–	Sell	-4,500	Closed	-$80K	–	1262
2019 Q2	$80K	Hold	4,500	–	–	0.03%	255
2019 Q1	$78K	Hold	4,500	–	–	0.03%	243
2018 Q4	$70K	Hold	4,500	–	–	0.03%	224
2018 Q3	$80K	Hold	4,500	–	–	0.03%	241
2018 Q2	$74K	Hold	4,500	–	–	0.03%	262
2018 Q1	$74K	Sell	4,500 -885	-16%	-$15.1K	0.02%	262
2017 Q4	$92K	Sell	5,385 -10,251	-66%	-$168K	0.03%	220
2017 Q3	$244K	Sell	15,636 -38,205	-71%	-$584K	0.1%	131
2017 Q2	$823K	Sell	53,841 -41,595	-44%	-$624K	0.34%	63
2017 Q1	$1.43M	Sell	95,436 -138,765	-59%	-$2.05M	0.63%	41
2016 Q4	$3.4M	Buy	234,201 +7,290	+3%	+$104K	1.44%	11
2016 Q3	$3.2M	Sell	226,911 -8,835	-4%	-$125K	1.85%	8
2016 Q2	$3.34M	Buy	235,746 +218,565	+1,272%	+$2.95M	2.1%	7
2016 Q1	$230K	Buy	17,181 +8,805	+105%	+$112K	0.19%	92
2015 Q4	$108K	Buy	+8,376	New	+$108K	0.11%	101

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

Proficio Capital Partners's SCHD Position: Q2 2026 in Review

Proficio Capital Partners held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 8,577 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #535.

Proficio Capital Partners first reported a position in SCHD in Q4 2015 and has held it in 27 quarters since. The position peaked at $3.4M in Q4 2016. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Proficio Capital Partners held 8,577 shares of Schwab US Dividend Equity ETF worth $272K as of Q2 2026.
Proficio Capital Partners left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #535 holding.
Proficio Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2015 and has held it in 27 quarters since.
Proficio Capital Partners's Schwab US Dividend Equity ETF position peaked at $3.4M in Q4 2016.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.