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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$510K Buy
16,088
+4,409
+38% +$140K 0.03% 189
2026
Q1
$358K Buy
11,679
+421
+4% +$12.8K 0.03% 204
2025
Q4
$309K Buy
11,258
+1,268
+13% +$34.5K 0.02% 215
2025
Q3
$273K Buy
+9,990
New +$273K 0.02% 240
2025
Q1
Sell
-43,752
Closed -$1.2M 250
2024
Q4
$1.2M Buy
43,752
+4,320
+11% +$123K 0.11% 85
2024
Q3
$1.11M Buy
39,432
+2,850
+8% +$77.6K 0.1% 90
2024
Q2
$948K Buy
36,582
+3,837
+12% +$99.9K 0.09% 103
2024
Q1
$880K Buy
32,745
+2,847
+10% +$73.6K 0.08% 105
2023
Q4
$759K Buy
29,898
+3,753
+14% +$89.4K 0.08% 105
2023
Q3
$617K Buy
26,145
+3,153
+14% +$77.4K 0.06% 123
2023
Q2
$557K Buy
22,992
+7,680
+50% +$183K 0.06% 125
2023
Q1
$373K Buy
15,312
+6,921
+82% +$173K 0.04% 147
2022
Q4
$211K Buy
+8,391
New +$207K 0.02% 188

Other funds holding SCHD

Vicus Capital's SCHD Position: Q2 2026 in Review

Vicus Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 38% in Q2 2026, buying an estimated $140K and bringing the position to 16,088 shares worth $510K. The position accounts for 0.03% of the portfolio, ranked #189.

Vicus Capital first reported a position in SCHD in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.2M in Q4 2024. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Vicus Capital held 16,088 shares of Schwab US Dividend Equity ETF worth $510K as of Q2 2026.
  • Vicus Capital bought 4,409 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $140K.
  • Schwab US Dividend Equity ETF made up 0.03% of Vicus Capital's portfolio in Q2 2026, its #189 holding.
  • Vicus Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 13 quarters since.
  • Vicus Capital's Schwab US Dividend Equity ETF position peaked at $1.2M in Q4 2024.
  • 2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.