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Apeiron RIA’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Apeiron RIA’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 		– Sell
-10,822
Closed -$343K – 164
2026
Q2 		$343K Sell
10,822
-9,757
-47% -$310K 0.09% 123
2026
Q1 		$631K Buy
+20,579
New +$624K 0.15% 105

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
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 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
Farther Finance Advisors
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
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apeiron RIA's SCHD Position: Q3 2026 in Review

Apeiron RIA sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2026, closing a stake of 10,822 shares — an estimated $343K sold.

Apeiron RIA first reported a position in SCHD in Q1 2026 and held it in 2 quarters. The position peaked at $631K in Q1 2026. 298 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Apeiron RIA reported no remaining Schwab US Dividend Equity ETF position as of Q3 2026 after selling out during the quarter.
  • Apeiron RIA sold 10,822 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $343K.
  • Apeiron RIA first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and held it in 2 quarters.
  • Apeiron RIA's Schwab US Dividend Equity ETF position peaked at $631K in Q1 2026.
  • 298 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.