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

Verus Capital Partners’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	$9.91M	Buy	323,032 +1,586	+0.5%	+$48.1K	0.68%	33
2025 Q4	$8.82M	Buy	321,446 +452	+0.1%	+$12.3K	0.59%	32
2025 Q3	$8.76M	Buy	320,994 +22,424	+8%	+$612K	0.68%	25
2025 Q2	$7.91M	Sell	298,570 -2,683	-0.9%	-$70.1K	0.7%	22
2025 Q1	$8.42M	Sell	301,253 -6,365	-2%	-$177K	0.84%	21
2024 Q4	$8.4M	Buy	307,618 +13,726	+5%	+$390K	0.8%	21
2024 Q3	$8.28M	Sell	293,892 -30,117	-9%	-$820K	0.81%	24
2024 Q2	$8.4M	Buy	324,009 +9,552	+3%	+$249K	0.87%	19
2024 Q1	$8.45M	Sell	314,457 -18,948	-6%	-$490K	0.93%	19
2023 Q4	$8.46M	Sell	333,405 -53,262	-14%	-$1.27M	1.04%	19
2023 Q3	$9.12M	Sell	386,667 -3,153	-0.8%	-$77.4K	1.27%	14
2023 Q2	$9.44M	Buy	389,820 +32,874	+9%	+$785K	1.34%	12
2023 Q1	$8.7M	Buy	356,946 +77,460	+28%	+$1.94M	1.36%	12
2022 Q4	$7.04M	Buy	279,486 +13,338	+5%	+$329K	1.32%	16
2022 Q3	$5.89M	Buy	266,148 +14,391	+6%	+$350K	1.11%	19
2022 Q2	$6.38M	Buy	251,757 +18,276	+8%	+$465K	1.25%	16
2022 Q1	$6.01M	Buy	+233,481	New	+$6.11M	0.93%	18
2020 Q1	$40K	Sell	2,649 -114	-4%	-$2.05K	0.01%	563
2019 Q4	$53K	Buy	+2,763	New	+$51.8K	0.02%	580

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

Verus Capital Partners's SCHD Position: Q1 2026 in Review

Verus Capital Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.49% in Q1 2026, buying an estimated $48.1K and bringing the position to 323,032 shares worth $9.91M. The position accounts for 0.68% of the portfolio, ranked #33.

Verus Capital Partners first reported a position in SCHD in Q4 2019 and has held it in 19 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Verus Capital Partners held 323,032 shares of Schwab US Dividend Equity ETF worth $9.91M as of Q1 2026.
Verus Capital Partners bought 1,586 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $48.1K.
Schwab US Dividend Equity ETF made up 0.68% of Verus Capital Partners's portfolio in Q1 2026, its #33 holding.
Verus Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2019 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 Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.