Veracity Capital
SCHD icon

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

Veracity 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 		$631K Buy
19,409
+9,500
+96% +$320K 0.17% 108
2026
Q2 		$314K Hold
9,909
– – 0.08% 179
2026
Q1 		$304K Sell
9,909
-2,713
-21% -$82.3K 0.11% 166
2025
Q4 		$346K Buy
+12,622
New +$343K 0.1% 184

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Asset Advisors Investment Management
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Brookstone Capital Management
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Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Spinnaker Investment Group
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Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Scott Capital Advisors
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Burkett Financial Services
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Veracity Capital's SCHD Position: Q3 2026 in Review

Veracity Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 96% in Q3 2026, buying an estimated $320K and bringing the position to 19,409 shares worth $631K. The position accounts for 0.17% of the portfolio, ranked #108.

Veracity Capital first reported a position in SCHD in Q4 2025 and has held it in 4 quarters since. 796 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Veracity Capital held 19,409 shares of Schwab US Dividend Equity ETF worth $631K as of Q3 2026.
  • Veracity Capital bought 9,500 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $320K.
  • Schwab US Dividend Equity ETF made up 0.17% of Veracity Capital's portfolio in Q3 2026, its #108 holding.
  • Veracity Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 796 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.