Altus Wealth Group
SCHD icon

Altus Wealth Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Altus Wealth Group’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 		$927K Sell
28,502
-968
-3% -$32.6K 0.35% 46
2026
Q2 		$935K Sell
29,470
-2,426
-8% -$77K 0.34% 55
2026
Q1 		$979K Sell
31,896
-7,367
-19% -$223K 0.4% 51
2025
Q4 		$1.08M Sell
39,263
-11,766
-23% -$320K 0.43% 44
2025
Q3 		$1.39M Sell
51,029
-2,799
-5% -$76.4K 0.57% 35
2025
Q2 		$1.43M Buy
53,828
+4,730
+10% +$124K 0.63% 33
2025
Q1 		$1.37M Buy
49,098
+4,871
+11% +$136K 0.64% 31
2024
Q4 		$1.21M Buy
44,227
+2,959
+7% +$84.1K 0.53% 43
2024
Q3 		$1.16M Buy
41,268
+1,692
+4% +$46.1K 0.5% 46
2024
Q2 		$1.03M Buy
39,576
+4,785
+14% +$125K 0.51% 46
2024
Q1 		$935K Buy
34,791
+1,353
+4% +$35K 0.47% 55
2023
Q4 		$849K Sell
33,438
-2,517
-7% -$60K 0.47% 54
2023
Q3 		$848K Buy
35,955
+567
+2% +$13.9K 0.54% 46
2023
Q2 		$857K Buy
35,388
+2,757
+8% +$65.9K 0.53% 45
2023
Q1 		$796K Hold
32,631
– – 0.54% 47
2022
Q4 		$822K Buy
+32,631
New +$805K 0.62% 39
2022
Q2 		– Sell
-9,603
Closed -$253K – 120
2022
Q1 		$253K Buy
+9,603
New +$251K 0.21% 94
2021
Q2 		– Sell
-918
Closed -$23K – 156
2021
Q1 		$23K Hold
918
– – 0.02% 137
2020
Q4 		$20K Buy
+918
New +$18.6K 0.02% 376

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Keystone Financial Planning
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Altus Wealth Group's SCHD Position: Q3 2026 in Review

Altus Wealth Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.3% in Q3 2026, selling an estimated $32.6K and leaving 28,502 shares worth $927K. The position accounts for 0.35% of the portfolio, ranked #46.

Altus Wealth Group first reported a position in SCHD in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.43M in Q2 2025. 1,084 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Altus Wealth Group held 28,502 shares of Schwab US Dividend Equity ETF worth $927K as of Q3 2026.
  • Altus Wealth Group sold 968 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $32.6K.
  • Schwab US Dividend Equity ETF made up 0.35% of Altus Wealth Group's portfolio in Q3 2026, its #46 holding.
  • Altus Wealth Group first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 19 quarters since.
  • Altus Wealth Group's Schwab US Dividend Equity ETF position peaked at $1.43M in Q2 2025.
  • 1,084 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.