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

Soundwatch 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	$1.18M	Buy	37,128 +6,419	+21%	+$204K	0.13%	16
2026 Q1	$942K	Sell	30,709 -6,323	-17%	-$192K	0.12%	18
2025 Q4	$1.02M	Buy	37,032 +5,841	+19%	+$159K	0.16%	16
2025 Q3	$852K	Sell	31,191 -3,844	-11%	-$105K	0.14%	19
2025 Q2	$2.78M	Buy	35,035 +4,095	+13%	+$107K	0.47%	41
2025 Q1	$865K	Sell	30,940 -4,148	-12%	-$116K	0.39%	11
2024 Q4	$959K	Buy	35,088 +7,179	+26%	+$204K	0.1%	15
2024 Q3	$786K	Buy	+27,909	New	+$760K	0.12%	17
2024 Q1	–	Sell	-25,518	Closed	-$648K	–	24
2023 Q4	$648K	Buy	25,518 +16,245	+175%	+$387K	0.31%	17
2023 Q3	$219K	Buy	+9,273	New	+$228K	0.05%	26

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

Soundwatch Capital's SCHD Position: Q2 2026 in Review

Soundwatch Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 21% in Q2 2026, buying an estimated $204K and bringing the position to 37,128 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #16.

Soundwatch Capital first reported a position in SCHD in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.78M in Q2 2025. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Soundwatch Capital held 37,128 shares of Schwab US Dividend Equity ETF worth $1.18M as of Q2 2026.
Soundwatch Capital bought 6,419 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $204K.
Schwab US Dividend Equity ETF made up 0.13% of Soundwatch Capital's portfolio in Q2 2026, its #16 holding.
Soundwatch Capital first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 10 quarters since.
Soundwatch Capital's Schwab US Dividend Equity ETF position peaked at $2.78M in Q2 2025.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Soundwatch Capital's 13F filing for Q2 2026, filed 13 Aug 2026.