Stevens Capital Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Stevens Capital Partners's SCHD Position: Q1 2026 in Review
Stevens Capital Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.2% in Q1 2026, buying an estimated $585K and bringing the position to 332,847 shares worth $10.2M. The position accounts for 2.46% of the portfolio, ranked #11.
Stevens Capital Partners first reported a position in SCHD in Q2 2025 and has held it in 4 quarters since. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Stevens Capital Partners held 332,847 shares of Schwab US Dividend Equity ETF worth $10.2M as of Q1 2026.
- Stevens Capital Partners bought 19,288 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $585K.
- Schwab US Dividend Equity ETF made up 2.46% of Stevens Capital Partners's portfolio in Q1 2026, its #11 holding.
- Stevens Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 4 quarters since.
- 2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.