Richardson Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
KFP
APP
HWA
KAS
Richardson Capital Management's SCHD Position: Q2 2026 in Review
Richardson Capital Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.2% in Q2 2026, selling an estimated $560K and leaving 403,966 shares worth $12.8M. The position accounts for 5.47% of the portfolio, ranked #6.
Richardson Capital Management first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $43M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.
- Richardson Capital Management held 403,966 shares of Schwab US Dividend Equity ETF worth $12.8M as of Q2 2026.
- Richardson Capital Management sold 17,666 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $560K.
- Schwab US Dividend Equity ETF made up 5.47% of Richardson Capital Management's portfolio in Q2 2026, its #6 holding.
- Richardson Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
- Richardson Capital Management's Schwab US Dividend Equity ETF position peaked at $43M in Q2 2025.
- 1,293 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.
Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.