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

Stevens Capital Partners’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	$10.5M	Sell	329,569 -3,278	-1%	-$104K	1.99%	15
2026 Q1	$10.2M	Buy	332,847 +19,288	+6%	+$585K	2.46%	11
2025 Q4	$8.6M	Buy	313,559 +25,284	+9%	+$687K	2.25%	11
2025 Q3	$7.87M	Buy	288,275 +77,090	+37%	+$2.1M	2.35%	12
2025 Q2	$5.63M	Buy	+211,185	New	+$5.52M	2.02%	13

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

Stevens Capital Partners's SCHD Position: Q2 2026 in Review

Stevens Capital Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.98% in Q2 2026, selling an estimated $104K and leaving 329,569 shares worth $10.5M. The position accounts for 1.99% of the portfolio, ranked #15.

Stevens Capital Partners first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Stevens Capital Partners held 329,569 shares of Schwab US Dividend Equity ETF worth $10.5M as of Q2 2026.
Stevens Capital Partners sold 3,278 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $104K.
Schwab US Dividend Equity ETF made up 1.99% of Stevens Capital Partners's portfolio in Q2 2026, its #15 holding.
Stevens Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.