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

TownSquare 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
Q3 		$283K Buy
8,687
+7
+0.1% +$236 0.05% 238
2026
Q2 		$275K Buy
8,680
+7
+0.1% +$222 0.05% 231
2026
Q1 		$266K Sell
8,673
-157
-2% -$4.76K 0.06% 208
2025
Q4 		$242K Buy
8,830
+9
+0.1% +$245 0.05% 218
2025
Q3 		$241K Sell
8,821
-17,360
-66% -$474K 0.04% 327
2025
Q2 		$694K Sell
26,181
-195,313
-88% -$5.1M 0.07% 281
2025
Q1 		$6.19M Buy
221,494
+60,716
+38% +$1.69M 0.07% 275
2024
Q4 		$4.39M Buy
160,778
+4,349
+3% +$124K 0.05% 347
2024
Q3 		$4.41M Buy
156,429
+12,600
+9% +$343K 0.05% 334
2024
Q2 		$3.73M Buy
143,829
+38,424
+36% +$1M 0.05% 335
2024
Q1 		$2.83M Buy
105,405
+46,851
+80% +$1.21M 0.04% 376
2023
Q4 		$1.49M Buy
58,554
+14,952
+34% +$356K 0.03% 493
2023
Q3 		$1.03M Buy
43,602
+5,175
+13% +$127K 0.02% 544
2023
Q2 		$930K Buy
38,427
+1,029
+3% +$24.6K 0.02% 569
2023
Q1 		$912K Sell
37,398
-5,256
-12% -$131K 0.02% 498
2022
Q4 		$1.07M Buy
42,654
+32,040
+302% +$791K 0.03% 432
2022
Q3 		$235K Sell
10,614
-2,856
-21% -$69.4K 0.01% 653
2022
Q2 		$322K Hold
13,470
– – 0.01% 538
2022
Q1 		$354K Sell
13,470
-205,095
-94% -$5.37M 0.01% 557
2021
Q4 		$5.89M Buy
218,565
+456
+0.2% +$11.8K 0.15% 123
2021
Q3 		$5.4M Buy
218,109
+22,827
+12% +$580K 0.16% 121
2021
Q2 		$4.9M Sell
195,282
-78,717
-29% -$1.99M 0.16% 115
2021
Q1 		$6.66M Sell
273,999
-265,335
-49% -$6.04M 0.26% 76
2020
Q4 		$11.5M Buy
539,334
+380,637
+240% +$7.72M 0.51% 42
2020
Q3 		$2.98M Buy
+158,697
New +$2.92M 0.17% 110

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Cetera Investment Advisers
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Raymond James Financial
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

TownSquare Capital's SCHD Position: Q3 2026 in Review

TownSquare Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.08% in Q3 2026, buying an estimated $236 and bringing the position to 8,687 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #238.

TownSquare Capital first reported a position in SCHD in Q3 2020 and has held it in 25 quarters since. The position peaked at $11.5M in Q4 2020. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • TownSquare Capital held 8,687 shares of Schwab US Dividend Equity ETF worth $283K as of Q3 2026.
  • TownSquare Capital bought 7 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $236.
  • Schwab US Dividend Equity ETF made up 0.05% of TownSquare Capital's portfolio in Q3 2026, its #238 holding.
  • TownSquare Capital first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 25 quarters since.
  • TownSquare Capital's Schwab US Dividend Equity ETF position peaked at $11.5M in Q4 2020.
  • 2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on TownSquare Capital's 13F filing for Q3 2026, filed 13 Nov 2026.