Aldebaran Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Aldebaran Financial’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	$731K	Buy	22,475 +975	+5%	+$32.9K	0.56%	39
2026 Q2	$682K	Hold	21,500	–	–	0.55%	40
2026 Q1	$660K	Hold	21,500	–	–	0.63%	41
2025 Q4	$594K	Hold	21,500	–	–	0.55%	42
2025 Q3	$587K	Sell	21,500 -24	-0.1%	-$655	0.59%	43
2025 Q2	$570K	Hold	21,524	–	–	0.63%	40
2025 Q1	$602K	Hold	21,524	–	–	0.74%	38
2024 Q4	$586K	Buy	+21,524	New	+$612K	0.69%	41
2017 Q4	–	Sell	-58,257	Closed	-$909K	–	95
2017 Q3	$909K	Buy	58,257 +21	+0%	+$321	0.63%	52
2017 Q2	$875K	Buy	58,236 +24	+0%	+$360	0.64%	50
2017 Q1	$865K	Buy	58,212 +24	+0%	+$354	0.66%	49
2016 Q4	$845K	Buy	58,188 +27	+0%	+$383	0.67%	53
2016 Q3	$820K	Buy	58,161 +18	+0%	+$254	0.65%	55
2016 Q2	$811K	Buy	58,143 +24	+0%	+$323	0.65%	53
2016 Q1	$777K	Buy	58,119 +24	+0%	+$304	0.68%	50
2015 Q4	$741K	Buy	58,095 +21	+0%	+$271	0.69%	48
2015 Q3	$696K	Buy	+58,074	New	+$725K	0.66%	49

Other funds holding SCHD

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Aldebaran Financial's SCHD Position: Q3 2026 in Review

Aldebaran Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.5% in Q3 2026, buying an estimated $32.9K and bringing the position to 22,475 shares worth $731K. The position accounts for 0.56% of the portfolio, ranked #39.

Aldebaran Financial first reported a position in SCHD in Q3 2015 and has held it in 17 quarters since. The position peaked at $909K in Q3 2017. 1,445 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Aldebaran Financial held 22,475 shares of Schwab US Dividend Equity ETF worth $731K as of Q3 2026.
Aldebaran Financial bought 975 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $32.9K.
Schwab US Dividend Equity ETF made up 0.56% of Aldebaran Financial's portfolio in Q3 2026, its #39 holding.
Aldebaran Financial first reported a position in Schwab US Dividend Equity ETF in Q3 2015 and has held it in 17 quarters since.
Aldebaran Financial's Schwab US Dividend Equity ETF position peaked at $909K in Q3 2017.
1,445 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Aldebaran Financial's 13F filing for Q3 2026, filed 6 Nov 2026.