Quantum Capital Management (New Jersey)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quantum Capital Management (New Jersey)’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	$4.83M	Buy	+152,398	New	+$4.83M	0.61%	26
2017 Q3	–	Sell	-136,131	Closed	-$2.05M	–	49
2017 Q2	$2.05M	Buy	136,131 +6,699	+5%	+$101K	0.62%	34
2017 Q1	$1.92M	Sell	129,432 -161,613	-56%	-$2.38M	0.62%	32
2016 Q4	$4.23M	Buy	291,045 +1,953	+0.7%	+$27.7K	1.35%	20
2016 Q3	$4.08M	Sell	289,092 -1,551	-0.5%	-$21.9K	1.29%	23
2016 Q2	$4.01M	Sell	290,643 -58,782	-17%	-$792K	1.32%	22
2016 Q1	$4.67M	Buy	349,425 +1,410	+0.4%	+$17.9K	1.35%	22
2015 Q4	$4.47M	Sell	348,015 -18,048	-5%	-$233K	1.26%	24
2015 Q3	$4.39M	Buy	+366,063	New	+$4.57M	1.39%	24

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

Quantum Capital Management (New Jersey)'s SCHD Position: Q2 2026 in Review

Quantum Capital Management (New Jersey) opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 152,398 shares worth $4.83M. The stake represents 0.61% of the portfolio and ranks #26 among its holdings. This is a return to the name: Quantum Capital Management (New Jersey) previously reported a position in SCHD as recently as Q2 2017.

Quantum Capital Management (New Jersey) first reported a position in SCHD in Q3 2015 and has held it in 9 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Quantum Capital Management (New Jersey) held 152,398 shares of Schwab US Dividend Equity ETF worth $4.83M as of Q2 2026.
Schwab US Dividend Equity ETF was a new Quantum Capital Management (New Jersey) position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.61% of Quantum Capital Management (New Jersey)'s portfolio in Q2 2026, its #26 holding.
Quantum Capital Management (New Jersey) first reported a position in Schwab US Dividend Equity ETF in Q3 2015 and has held it in 9 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Quantum Capital Management (New Jersey)'s 13F filing for Q2 2026, filed 11 Aug 2026.