Second Line Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Second Line 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 Q2	$445K	Buy	14,046 +49	+0.4%	+$1.55K	0.08%	89
2026 Q1	$449K	Buy	13,997 +196	+1%	+$5.95K	0.09%	93
2025 Q4	$379K	Sell	13,801 -1,640	-11%	-$44.6K	0.08%	89
2025 Q3	$422K	Buy	15,441 +6,591	+74%	+$180K	0.09%	87
2025 Q2	$235K	Buy	8,850 +600	+7%	+$15.7K	0.05%	126
2025 Q1	$231K	Buy	8,250 +481	+6%	+$13.4K	0.06%	123
2024 Q4	$212K	Buy	+7,769	New	+$221K	0.06%	119

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

Second Line Capital's SCHD Position: Q2 2026 in Review

Second Line Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.35% in Q2 2026, buying an estimated $1.55K and bringing the position to 14,046 shares worth $445K. The position accounts for 0.08% of the portfolio, ranked #89.

Second Line Capital first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $449K in Q1 2026. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Second Line Capital held 14,046 shares of Schwab US Dividend Equity ETF worth $445K as of Q2 2026.
Second Line Capital bought 49 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.55K.
Schwab US Dividend Equity ETF made up 0.08% of Second Line Capital's portfolio in Q2 2026, its #89 holding.
Second Line Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Second Line Capital's Schwab US Dividend Equity ETF position peaked at $449K in Q1 2026.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Second Line Capital's 13F filing for Q2 2026, filed 12 Aug 2026.