SCA
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Scott Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Scott Capital Advisors’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 		$54.5M Sell
1,718,381
-10,788
-0.6% -$342K 8.53% 2
2026
Q1 		$52.8M Sell
1,729,169
-35,681
-2% -$1.08M 10.71% 2
2025
Q4 		$48.4M Sell
1,764,850
-118,563
-6% -$3.22M 10.72% 2
2025
Q3 		$51.2M Buy
1,883,413
+65,421
+4% +$1.78M 11.59% 2
2025
Q2 		$49.6M Buy
1,817,992
+88,368
+5% +$2.31M 13.44% 2
2025
Q1 		$48.4M Buy
1,729,624
+43,390
+3% +$1.21M 14.43% 2
2024
Q4 		$46M Buy
1,686,234
+18,162
+1% +$516K 13.23% 2
2024
Q3 		$47M Buy
1,668,072
+110,754
+7% +$3.02M 13.33% 2
2024
Q2 		$40M Buy
1,557,318
+23,571
+2% +$614K 11.83% 2
2024
Q1 		$40.7M Buy
1,533,747
+46,824
+3% +$1.21M 12.38% 2
2023
Q4 		$37.7M Sell
1,486,923
-6,111
-0.4% -$146K 12.66% 2
2023
Q3 		$35.4M Buy
1,493,034
+135,444
+10% +$3.32M 14.11% 2
2023
Q2 		$32.9M Buy
1,357,590
+64,134
+5% +$1.53M 14.14% 2
2023
Q1 		$31.5M Buy
1,293,456
+23,433
+2% +$586K 15.2% 2
2022
Q4 		$32M Buy
1,270,023
+48,168
+4% +$1.19M 18.12% 2
2022
Q3 		$27.1M Buy
1,221,855
+57,396
+5% +$1.39M 18.47% 2
2022
Q2 		$27.8M Buy
1,164,459
+33,597
+3% +$855K 18.81% 2
2022
Q1 		$29.7M Buy
1,130,862
+164,754
+17% +$4.31M 17.5% 2
2021
Q4 		$26M Buy
+966,108
New +$25.1M 15.87% 2

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Scott Capital Advisors's SCHD Position: Q2 2026 in Review

Scott Capital Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.62% in Q2 2026, selling an estimated $342K and leaving 1,718,381 shares worth $54.5M. The position accounts for 8.53% of the portfolio, ranked #2.

Scott Capital Advisors first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Scott Capital Advisors held 1,718,381 shares of Schwab US Dividend Equity ETF worth $54.5M as of Q2 2026.
  • Scott Capital Advisors sold 10,788 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $342K.
  • Schwab US Dividend Equity ETF made up 8.53% of Scott Capital Advisors's portfolio in Q2 2026, its #2 holding.
  • Scott Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.