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

Tradewinds 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 Q2	$34.5K	Sell	1,088 -3,655	-77%	-$116K	0.01%	260
2026 Q1	$146K	Buy	4,743 +35	+0.7%	+$1.06K	0.03%	121
2025 Q4	$129K	Buy	4,708 +3,879	+468%	+$105K	0.03%	130
2025 Q3	$22.6K	Sell	829 -167	-17%	-$4.56K	0.01%	290
2025 Q2	$26.4K	Buy	996 +166	+20%	+$4.33K	0.01%	260
2025 Q1	$23.2K	Buy	830 +828	+41,400%	+$23.1K	0.01%	271
2024 Q4	$55	Buy	+2	New	+$57	﹤0.01%	652
2024 Q2	–	Sell	-510	Closed	-$13.7K	–	611
2024 Q1	$13.7K	Sell	510 -540	-51%	-$14K	﹤0.01%	279
2023 Q4	$26.6K	Hold	1,050	–	–	0.01%	170
2023 Q3	$24.8K	Hold	1,050	–	–	0.01%	168
2023 Q2	$25.4K	Hold	1,050	–	–	0.01%	166
2023 Q1	$25.6K	Buy	+1,050	New	+$26.3K	0.01%	161

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

Tradewinds Capital Management's SCHD Position: Q2 2026 in Review

Tradewinds Capital Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 77% in Q2 2026, selling an estimated $116K and leaving 1,088 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #260.

Tradewinds Capital Management first reported a position in SCHD in Q1 2023 and has held it in 12 quarters since. The position peaked at $146K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Tradewinds Capital Management held 1,088 shares of Schwab US Dividend Equity ETF worth $34.5K as of Q2 2026.
Tradewinds Capital Management sold 3,655 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $116K.
Schwab US Dividend Equity ETF made up 0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #260 holding.
Tradewinds Capital Management first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 12 quarters since.
Tradewinds Capital Management's Schwab US Dividend Equity ETF position peaked at $146K in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.