APS Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

APS Management 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	$378K	Buy	+11,617	New	+$392K	0.27%	56

Other funds holding SCHD

KFP

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

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

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

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 San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

APS Management Group's SCHD Position: Q3 2026 in Review

APS Management Group opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 11,617 shares worth $378K. The stake represents 0.27% of the portfolio and ranks #56 among its holdings.

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

APS Management Group held 11,617 shares of Schwab US Dividend Equity ETF worth $378K as of Q3 2026.
Schwab US Dividend Equity ETF was a new APS Management Group position in Q3 2026.
Schwab US Dividend Equity ETF made up 0.27% of APS Management Group's portfolio in Q3 2026, its #56 holding.
440 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on APS Management Group's 13F filing for Q3 2026, filed 14 Oct 2026.