Ring Mountain Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ring Mountain Capital’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 Q3	$560K	Sell	17,224 -103	-0.6%	-$3.47K	0.23%	56
2026 Q2	$549K	Sell	17,327 -212	-1%	-$6.73K	0.23%	59
2026 Q1	$538K	Sell	17,539 -532	-3%	-$16.1K	0.29%	51
2025 Q4	$522K	Sell	18,071 -151	-0.8%	-$4.11K	0.27%	51
2025 Q3	$497K	Sell	18,222 -181	-1%	-$4.94K	0.28%	49
2025 Q2	$497K	Sell	18,403 -43	-0.2%	-$1.12K	0.3%	51
2025 Q1	$516K	Sell	18,446 -152	-0.8%	-$4.24K	0.39%	46
2024 Q4	$508K	Buy	+18,598	New	+$529K	0.34%	48

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Ring Mountain Capital's SCHD Position: Q3 2026 in Review

Ring Mountain Capital reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.59% in Q3 2026, selling an estimated $3.47K and leaving 17,224 shares worth $560K. The position accounts for 0.23% of the portfolio, ranked #56.

Ring Mountain Capital first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. 1,094 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Ring Mountain Capital held 17,224 shares of Schwab US Dividend Equity ETF worth $560K as of Q3 2026.
Ring Mountain Capital sold 103 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $3.47K.
Schwab US Dividend Equity ETF made up 0.23% of Ring Mountain Capital's portfolio in Q3 2026, its #56 holding.
Ring Mountain Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
1,094 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.