Vanguard Capital Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Vanguard 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 Q2	$1.22M	Buy	38,584 +2,002	+5%	+$63.5K	0.83%	26
2026 Q1	$1.12M	Buy	36,582 +4,773	+15%	+$145K	1.04%	22
2025 Q4	$873K	Sell	31,809 -4,756	-13%	-$129K	0.7%	33
2025 Q3	$998K	Buy	36,565 +846	+2%	+$23.1K	0.8%	31
2025 Q2	$947K	Buy	35,719 +5,991	+20%	+$156K	0.94%	26
2025 Q1	$831K	Buy	29,728 +1,534	+5%	+$42.8K	1.02%	20
2024 Q4	$770K	Buy	28,194 +2,448	+10%	+$69.6K	0.84%	23
2024 Q3	$725K	Buy	25,746 +11,769	+84%	+$321K	0.76%	29
2024 Q2	$362K	Buy	13,977 +6,336	+83%	+$165K	0.25%	86
2024 Q1	$205K	Buy	+7,641	New	+$197K	0.14%	129
2022 Q3	–	Sell	-8,670	Closed	-$207K	–	129
2022 Q2	$207K	Buy	8,670 +381	+5%	+$9.69K	0.23%	93
2022 Q1	$217K	Sell	8,289 -5,649	-41%	-$148K	0.16%	124
2021 Q4	$375K	Buy	13,938 +2,502	+22%	+$65K	0.27%	84
2021 Q3	$283	Buy	11,436 +1,890	+20%	+$48K	0.19%	102
2021 Q2	$240K	Buy	+9,546	New	+$241K	0.18%	125
2020 Q2	$297K	Buy	+17,253	New	+$291K	0.35%	78
2019 Q4	$821K	Buy	42,570 +2,631	+7%	+$49.3K	0.86%	29
2019 Q3	$729K	Buy	39,939 +1,800	+5%	+$32.2K	0.85%	31
2019 Q2	$674K	Sell	38,139 -3,603	-9%	-$63.4K	0.82%	38
2019 Q1	$727K	Buy	41,742 +9,174	+28%	+$154K	0.91%	31
2018 Q4	$509K	Sell	32,568 -21,375	-40%	-$356K	0.76%	44
2018 Q3	$983K	Buy	53,943 +4,605	+9%	+$79.7K	1.12%	20
2018 Q2	$810K	Buy	49,338 +6,603	+15%	+$109K	1.08%	28
2018 Q1	$690K	Sell	42,735 -13,299	-24%	-$227K	0.91%	33
2017 Q4	$956K	Buy	+56,034	New	+$921K	1.2%	25

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Vanguard Capital Wealth Advisors's SCHD Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.5% in Q2 2026, buying an estimated $63.5K and bringing the position to 38,584 shares worth $1.22M. The position accounts for 0.83% of the portfolio, ranked #26.

Vanguard Capital Wealth Advisors first reported a position in SCHD in Q4 2017 and has held it in 25 quarters since. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Vanguard Capital Wealth Advisors held 38,584 shares of Schwab US Dividend Equity ETF worth $1.22M as of Q2 2026.
Vanguard Capital Wealth Advisors bought 2,002 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $63.5K.
Schwab US Dividend Equity ETF made up 0.83% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Vanguard Capital Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 25 quarters since.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.