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

Truvestments 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 Q2	$951	Hold	30	–	–	﹤0.01%	1053
2026 Q1	$920	Sell	30 -360	-92%	-$10.9K	﹤0.01%	1061
2025 Q4	$10.7K	Sell	390 -861	-69%	-$23.4K	﹤0.01%	688
2025 Q3	$34.1K	Buy	1,251 +807	+182%	+$22K	0.01%	496
2025 Q2	$11.8K	Buy	444 +4	+0.9%	+$104	﹤0.01%	621
2025 Q1	$12.3K	Sell	440 -3,790	-90%	-$106K	﹤0.01%	622
2024 Q4	$116K	Buy	4,230 +4,137	+4,448%	+$118K	0.03%	273
2024 Q3	$2.62K	Buy	+93	New	+$2.53K	﹤0.01%	766
2024 Q2	–	Sell	-93	Closed	-$2.5K	–	598
2024 Q1	$2.5K	Sell	93 -720	-89%	-$18.6K	﹤0.01%	603
2023 Q4	$20.6K	Buy	813 +750	+1,190%	+$17.9K	0.01%	434
2023 Q3	$1.49K	Sell	63 -486	-89%	-$11.9K	﹤0.01%	606
2023 Q2	$13.3K	Hold	549	–	–	0.01%	426
2023 Q1	$13.4K	Hold	549	–	–	0.01%	412
2022 Q4	$13.8K	Hold	549	–	–	0.01%	425
2022 Q3	$12K	Buy	549 +63	+13%	+$1.53K	0.01%	392
2022 Q2	$12K	Buy	+486	New	+$12.4K	0.01%	397

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 22.9% 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

Truvestments Capital's SCHD Position: Q2 2026 in Review

Truvestments Capital held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 30 shares worth $951. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Truvestments Capital first reported a position in SCHD in Q2 2022 and has held it in 16 quarters since. The position peaked at $116K in Q4 2024. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Truvestments Capital held 30 shares of Schwab US Dividend Equity ETF worth $951 as of Q2 2026.
Truvestments Capital left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #1053 holding.
Truvestments Capital first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 16 quarters since.
Truvestments Capital's Schwab US Dividend Equity ETF position peaked at $116K in Q4 2024.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.