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

West Branch 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
Q2 		$10.3K Buy
326
+164
+101% +$5.2K ﹤0.01% 231
2026
Q1 		$4.97K Hold
162
– – ﹤0.01% 272
2025
Q4 		$4.44K Sell
162
-501
-76% -$13.6K ﹤0.01% 317
2025
Q3 		$18.1K Hold
663
– – ﹤0.01% 212
2025
Q2 		$17.6K Hold
663
– – 0.01% 219
2025
Q1 		$18.6K Buy
663
+4
+0.6% +$112 0.01% 232
2024
Q4 		$18K Buy
659
+5
+0.8% +$142 0.01% 228
2024
Q3 		$18.5K Buy
654
+42
+7% +$1.14K 0.01% 230
2024
Q2 		$15.9K Hold
612
– – 0.01% 239
2024
Q1 		$16.4K Sell
612
-138
-18% -$3.56K 0.01% 239
2023
Q4 		$19.1K Buy
750
+291
+63% +$6.93K 0.01% 225
2023
Q3 		$10.9K Buy
459
+105
+30% +$2.58K 0.01% 273
2023
Q2 		$8.59K Buy
354
+84
+31% +$2.01K ﹤0.01% 296
2023
Q1 		$6.6K Buy
270
+42
+18% +$1.05K ﹤0.01% 326
2022
Q4 		$5.71K Buy
228
+42
+23% +$1.04K ﹤0.01% 328
2022
Q3 		$4K Buy
186
+66
+55% +$1.6K ﹤0.01% 372
2022
Q2 		$3K Buy
120
+69
+135% +$1.75K ﹤0.01% 373
2022
Q1 		$1K Buy
+51
New +$1.33K ﹤0.01% 410

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
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

West Branch Capital's SCHD Position: Q2 2026 in Review

West Branch Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 101% in Q2 2026, buying an estimated $5.2K and bringing the position to 326 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

West Branch Capital first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. The position peaked at $19.1K in Q4 2023. 683 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • West Branch Capital held 326 shares of Schwab US Dividend Equity ETF worth $10.3K as of Q2 2026.
  • West Branch Capital bought 164 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5.2K.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #231 holding.
  • West Branch Capital first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • West Branch Capital's Schwab US Dividend Equity ETF position peaked at $19.1K in Q4 2023.
  • 683 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.