SHFL
SCHD icon

Seven Hills Financial, LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Seven Hills Financial, LLC’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 		$261K Buy
+8,031
New +$271K 0.16% 87

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

Seven Hills Financial, LLC's SCHD Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 8,031 shares worth $261K. The stake represents 0.16% of the portfolio and ranks #87 among its holdings.

190 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Seven Hills Financial, LLC held 8,031 shares of Schwab US Dividend Equity ETF worth $261K as of Q3 2026.
  • Schwab US Dividend Equity ETF was a new Seven Hills Financial, LLC position in Q3 2026.
  • Schwab US Dividend Equity ETF made up 0.16% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #87 holding.
  • 190 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.