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

TD Capital Management’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 Q1	$1.43M	Buy	46,771 +10,333	+28%	+$313K	0.13%	60
2025 Q4	$999K	Sell	36,438 -917	-2%	-$24.9K	0.09%	66
2025 Q3	$1.02M	Sell	37,355 -1,707	-4%	-$46.6K	0.09%	62
2025 Q2	$1.04M	Buy	39,062 +19,035	+95%	+$497K	0.1%	60
2025 Q1	$560K	Buy	20,027 +6,509	+48%	+$181K	0.06%	70
2024 Q4	$369K	Buy	13,518 +270	+2%	+$7.68K	0.04%	78
2024 Q3	$373K	Sell	13,248 -177	-1%	-$4.82K	0.04%	82
2024 Q2	$348K	Buy	13,425 +156	+1%	+$4.06K	0.04%	81
2024 Q1	$357K	Buy	13,269 +1,152	+10%	+$29.8K	0.04%	79
2023 Q4	$307K	Buy	12,117 +2,394	+25%	+$57K	0.04%	82
2023 Q3	$229K	Buy	9,723 +2,826	+41%	+$69.3K	0.03%	90
2023 Q2	$167K	Buy	6,897 +3,237	+88%	+$77.3K	0.02%	101
2023 Q1	$89.2K	Buy	3,660 +687	+23%	+$17.2K	0.01%	133
2022 Q4	$74.9K	Buy	2,973 +27	+0.9%	+$666	0.01%	138
2022 Q3	$65K	Buy	+2,946	New	+$71.6K	0.01%	140
2022 Q1	–	Sell	-2,871	Closed	-$77K	–	293
2021 Q4	$77K	Buy	2,871 +21	+0.7%	+$546	0.01%	142
2021 Q3	$71K	Buy	2,850 +24	+0.8%	+$610	0.01%	139
2021 Q2	$71K	Buy	2,826 +339	+14%	+$8.56K	0.01%	131
2021 Q1	$60K	Buy	+2,487	New	+$56.6K	0.01%	127
2015 Q3	–	Sell	-4,278	Closed	-$55K	–	158
2015 Q2	$55K	Hold	4,278	–	–	0.01%	79
2015 Q1	$56K	Sell	4,278 -1,905	-31%	-$25.3K	0.01%	81
2014 Q4	$82K	Buy	+6,183	New	+$80.9K	0.02%	77

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TD Capital Management's SCHD Position: Q1 2026 in Review

TD Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 28% in Q1 2026, buying an estimated $313K and bringing the position to 46,771 shares worth $1.43M. The position accounts for 0.13% of the portfolio, ranked #60.

TD Capital Management first reported a position in SCHD in Q4 2014 and has held it in 22 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

TD Capital Management held 46,771 shares of Schwab US Dividend Equity ETF worth $1.43M as of Q1 2026.
TD Capital Management bought 10,333 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $313K.
Schwab US Dividend Equity ETF made up 0.13% of TD Capital Management's portfolio in Q1 2026, its #60 holding.
TD Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2014 and has held it in 22 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.