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

Raub Brock 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	–	Sell	-10,300	Closed	-$316K	–	48
2026 Q1	$316K	Buy	10,300 +86	+0.8%	+$2.61K	0.08%	36
2025 Q4	$280K	Buy	10,214 +101	+1%	+$2.75K	0.06%	37
2025 Q3	$276K	Buy	10,113 +97	+1%	+$2.65K	0.06%	36
2025 Q2	$265K	Buy	10,016 +97	+1%	+$2.53K	0.06%	35
2025 Q1	$277K	Buy	9,919 +88	+0.9%	+$2.45K	0.06%	37
2024 Q4	$269K	Buy	9,831 +90	+0.9%	+$2.56K	0.06%	37
2024 Q3	$274K	Buy	9,741 +186	+2%	+$5.07K	0.06%	36
2024 Q2	$248K	Hold	9,555	–	–	0.05%	38
2024 Q1	$257K	Sell	9,555 -91,077	-91%	-$2.35M	0.05%	38
2023 Q4	$2.55M	Buy	100,632 +89,298	+788%	+$2.13M	0.53%	28
2023 Q3	$267K	Buy	11,334 +84	+0.7%	+$2.06K	0.05%	59
2023 Q2	$272K	Buy	11,250 +168	+2%	+$4.01K	0.05%	60
2023 Q1	$270K	Sell	11,082 -2,775	-20%	-$69.4K	0.05%	57
2022 Q4	$349K	Buy	+13,857	New	+$342K	0.07%	43
2022 Q3	–	Sell	-8,874	Closed	-$212K	–	66
2022 Q2	$212K	Buy	8,874 +84	+1%	+$2.14K	0.04%	63
2022 Q1	$231K	Sell	8,790 -66	-0.7%	-$1.73K	0.04%	70
2021 Q4	$219K	Hold	8,856	–	–	0.03%	65
2021 Q3	$219K	Buy	8,856 +69	+0.8%	+$1.75K	0.03%	65
2021 Q2	$221K	Buy	8,787 +63	+0.7%	+$1.59K	0.04%	50
2021 Q1	$212K	Buy	+8,724	New	+$198K	0.03%	65
2020 Q2	–	Sell	-29,535	Closed	-$443K	–	57
2020 Q1	$443K	Sell	29,535 -2,847	-9%	-$51.1K	0.1%	38
2019 Q4	$625K	Buy	32,382 +618	+2%	+$11.6K	0.11%	39
2019 Q3	$580K	Buy	31,764 +81	+0.3%	+$1.45K	0.11%	41
2019 Q2	$560K	Buy	+31,683	New	+$557K	0.11%	37
2019 Q1	–	Sell	-228,864	Closed	-$3.58M	–	43
2018 Q4	$3.58M	Buy	228,864 +210,342	+1,136%	+$3.51M	0.88%	26
2018 Q3	$327K	Buy	18,522 +198	+1%	+$3.43K	0.07%	36
2018 Q2	$301K	Buy	18,324 +339	+2%	+$5.58K	0.07%	36
2018 Q1	$294K	Sell	17,985 -118,380	-87%	-$2.02M	0.07%	36
2017 Q4	$2.33M	Buy	+136,365	New	+$2.24M	0.58%	32
2017 Q1	–	Sell	-91,614	Closed	-$1.33M	–	39
2016 Q4	$1.33M	Buy	+91,614	New	+$1.3M	0.41%	35
2016 Q1	–	Sell	-21,195	Closed	-$272K	–	37
2015 Q4	$272K	Buy	+21,195	New	+$273K	0.09%	35

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

Raub Brock Capital Management's SCHD Position: Q2 2026 in Review

Raub Brock Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 10,300 shares — an estimated $316K sold.

Raub Brock Capital Management first reported a position in SCHD in Q4 2015 and held it in 31 quarters. The position peaked at $3.58M in Q4 2018. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Raub Brock Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Raub Brock Capital Management sold 10,300 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $316K.
Raub Brock Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2015 and held it in 31 quarters.
Raub Brock Capital Management's Schwab US Dividend Equity ETF position peaked at $3.58M in Q4 2018.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Raub Brock Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.