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 Q2	$10.7M	Buy	336,670 +13,638	+4%	+$433K	0.58%	33
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

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 22.96% 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

Verus Capital Partners's SCHD Position: Q2 2026 in Review

Verus Capital Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.2% in Q2 2026, buying an estimated $433K and bringing the position to 336,670 shares worth $10.7M. The position accounts for 0.58% of the portfolio, ranked #33.

Verus Capital Partners first reported a position in SCHD in Q4 2019 and has held it in 20 quarters since. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Verus Capital Partners held 336,670 shares of Schwab US Dividend Equity ETF worth $10.7M as of Q2 2026.
Verus Capital Partners bought 13,638 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $433K.
Schwab US Dividend Equity ETF made up 0.58% of Verus Capital Partners's portfolio in Q2 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 20 quarters since.
2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.