U.S. Capital Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

U.S. Capital Wealth Advisors’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	$8.61M	Buy	280,646 +11,226	+4%	+$341K	0.22%	108
2025 Q4	$7.39M	Buy	269,420 +3,543	+1%	+$96.3K	0.19%	133
2025 Q3	$7.26M	Buy	265,877 +11,012	+4%	+$300K	0.2%	131
2025 Q2	$6.75M	Buy	254,865 +6,583	+3%	+$172K	0.2%	132
2025 Q1	$6.94M	Buy	248,282 +68,689	+38%	+$1.91M	0.21%	124
2024 Q4	$4.91M	Sell	179,593 -1,190	-0.7%	-$33.8K	0.15%	153
2024 Q3	$5.09M	Sell	180,783 -10,455	-5%	-$285K	0.18%	127
2024 Q2	$4.96M	Buy	191,238 +3,315	+2%	+$86.3K	0.19%	118
2024 Q1	$5.05M	Sell	187,923 -85,320	-31%	-$2.2M	0.19%	126
2023 Q4	$6.93M	Buy	273,243 +84,768	+45%	+$2.02M	0.27%	82
2023 Q3	$4.45M	Buy	188,475 +43,386	+30%	+$1.06M	0.2%	109
2023 Q2	$3.51M	Buy	145,089 +11,214	+8%	+$268K	0.17%	129
2023 Q1	$3.26M	Sell	133,875 -55,989	-29%	-$1.4M	0.15%	132
2022 Q4	$4.78M	Sell	189,864 -801	-0.4%	-$19.8K	0.22%	103
2022 Q3	$4.22M	Sell	190,665 -27,309	-13%	-$663K	0.21%	104
2022 Q2	$5.2M	Buy	217,974 +5,631	+3%	+$143K	0.23%	88
2022 Q1	$5.58M	Buy	212,343 +88,803	+72%	+$2.33M	0.2%	106
2021 Q4	$3.33M	Buy	123,540 +690	+0.6%	+$17.9K	0.13%	171
2021 Q3	$3.04M	Buy	+122,850	New	+$3.12M	0.13%	182

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

U.S. Capital Wealth Advisors's SCHD Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.2% in Q1 2026, buying an estimated $341K and bringing the position to 280,646 shares worth $8.61M. The position accounts for 0.22% of the portfolio, ranked #108.

U.S. Capital Wealth Advisors first reported a position in SCHD in Q3 2021 and has held it in 19 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

U.S. Capital Wealth Advisors held 280,646 shares of Schwab US Dividend Equity ETF worth $8.61M as of Q1 2026.
U.S. Capital Wealth Advisors bought 11,226 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $341K.
Schwab US Dividend Equity ETF made up 0.22% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #108 holding.
U.S. Capital Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and has held it in 19 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.