Royal Capital Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Royal Capital Wealth 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	$1.53M	Buy	48,099 +382	+0.8%	+$12.1K	0.86%	24
2026 Q1	$1.46M	Buy	47,717 +84	+0.2%	+$2.55K	0.91%	25
2025 Q4	$1.31M	Buy	47,633 +100	+0.2%	+$2.72K	0.77%	27
2025 Q3	$1.3M	Buy	47,533 +95	+0.2%	+$2.59K	0.8%	27
2025 Q2	$1.26M	Buy	47,438 +96	+0.2%	+$2.51K	0.84%	27
2025 Q1	$1.32M	Sell	47,342 -164	-0.3%	-$4.57K	0.93%	27
2024 Q4	$1.3M	Buy	47,506 +85	+0.2%	+$2.42K	0.91%	24
2024 Q3	$1.34M	Buy	47,421 +186	+0.4%	+$5.07K	0.94%	24
2024 Q2	$1.22M	Hold	47,235	–	–	0.92%	26
2024 Q1	$1.27M	Sell	47,235 -3,228	-6%	-$83.4K	1%	28
2023 Q4	$1.28M	Sell	50,463 -65,160	-56%	-$1.55M	1.11%	25
2023 Q3	$2.73M	Buy	115,623 +4,404	+4%	+$108K	2.61%	10
2023 Q2	$2.69M	Sell	111,219 -86,328	-44%	-$2.06M	2.54%	11
2023 Q1	$4.82M	Buy	197,547 +35,979	+22%	+$899K	4.85%	5
2022 Q4	$4.07M	Buy	161,568 +65,949	+69%	+$1.63M	4.32%	4
2022 Q3	$2.12M	Buy	95,619 +6,558	+7%	+$159K	2.47%	12
2022 Q2	$2.13M	Buy	89,061 +55,851	+168%	+$1.42M	2.31%	14
2022 Q1	$873K	Buy	33,210 +7,677	+30%	+$201K	0.85%	32
2021 Q4	$688K	Buy	+25,533	New	+$663K	0.67%	37

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

Royal Capital Wealth Management's SCHD Position: Q2 2026 in Review

Royal Capital Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.8% in Q2 2026, buying an estimated $12.1K and bringing the position to 48,099 shares worth $1.53M. The position accounts for 0.86% of the portfolio, ranked #24.

Royal Capital Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.82M in Q1 2023. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Royal Capital Wealth Management held 48,099 shares of Schwab US Dividend Equity ETF worth $1.53M as of Q2 2026.
Royal Capital Wealth Management bought 382 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $12.1K.
Schwab US Dividend Equity ETF made up 0.86% of Royal Capital Wealth Management's portfolio in Q2 2026, its #24 holding.
Royal Capital Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
Royal Capital Wealth Management's Schwab US Dividend Equity ETF position peaked at $4.82M in Q1 2023.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Royal Capital Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.