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Texas Capital Bank Wealth Management Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$2.76M Hold
89,992
– – 0.16% 75
2025
Q4 		$2.47M Buy
+89,992
New +$2.45M 0.14% 78

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LPL Financial
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Morgan Stanley
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Cetera Investment Advisers
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's SCHD Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 89,992 shares worth $2.76M. The position accounts for 0.16% of the portfolio, ranked #75.

Texas Capital Bank Wealth Management Services first reported a position in SCHD in Q4 2025 and has held it in 2 quarters since. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 89,992 shares of Schwab US Dividend Equity ETF worth $2.76M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
  • Schwab US Dividend Equity ETF made up 0.16% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #75 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.