4Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

4Wealth Advisors’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	$1.94M	Buy	+59,150	New	+$1.99M	1.34%	18
2025 Q2	–	Sell	-14,786	Closed	-$413K	–	138
2025 Q1	$413K	Sell	14,786 -3,583	-20%	-$100K	0.45%	81
2024 Q4	$502K	Buy	+18,369	New	+$522K	0.5%	71

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

4Wealth Advisors's SCHD Position: Q3 2026 in Review

4Wealth Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 59,150 shares worth $1.94M. The stake represents 1.34% of the portfolio and ranks #18 among its holdings. This is a return to the name: 4Wealth Advisors previously reported a position in SCHD as recently as Q1 2025.

4Wealth Advisors first reported a position in SCHD in Q4 2024 and has held it in 3 quarters since. 1,084 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

4Wealth Advisors held 59,150 shares of Schwab US Dividend Equity ETF worth $1.94M as of Q3 2026.
Schwab US Dividend Equity ETF was a new 4Wealth Advisors position in Q3 2026.
Schwab US Dividend Equity ETF made up 1.34% of 4Wealth Advisors's portfolio in Q3 2026, its #18 holding.
4Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 3 quarters since.
1,084 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.