Sanibel Captiva Trust Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sanibel Captiva Trust Company’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	$1.24M	Sell	38,984 -943	-2%	-$29.9K	0.03%	236
2026 Q1	$1.22M	Buy	39,927 +8,126	+26%	+$247K	0.03%	228
2025 Q4	$872K	Sell	31,801 -604	-2%	-$16.4K	0.02%	240
2025 Q3	$885K	Buy	32,405 +2,206	+7%	+$60.2K	0.03%	239
2025 Q2	$800K	Hold	30,199	–	–	0.02%	246
2025 Q1	$844K	Buy	30,199 +7,750	+35%	+$216K	0.03%	235
2024 Q4	$613K	Buy	22,449 +5,400	+32%	+$154K	0.02%	251
2024 Q3	$480K	Hold	17,049	–	–	0.02%	279
2024 Q2	$442K	Sell	17,049 -750	-4%	-$19.5K	0.02%	271
2024 Q1	$478K	Buy	+17,799	New	+$460K	0.02%	261

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

Sanibel Captiva Trust Company's SCHD Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.4% in Q2 2026, selling an estimated $29.9K and leaving 38,984 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #236.

Sanibel Captiva Trust Company first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sanibel Captiva Trust Company held 38,984 shares of Schwab US Dividend Equity ETF worth $1.24M as of Q2 2026.
Sanibel Captiva Trust Company sold 943 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $29.9K.
Schwab US Dividend Equity ETF made up 0.03% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #236 holding.
Sanibel Captiva Trust Company first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.