Arete Wealth Advisors
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Arete Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Arete Wealth Advisors’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 		$958K Sell
29,426
-48
-0.2% -$1.62K 0.06% 249
2026
Q2 		$935K Buy
29,474
+1,897
+7% +$60.2K 0.06% 232
2026
Q1 		$846K Buy
27,577
+4,786
+21% +$145K 0.06% 225
2025
Q4 		$625K Buy
22,791
+1,445
+7% +$39.3K 0.04% 278
2025
Q3 		$583K Sell
21,346
-100
-0.5% -$2.73K 0.04% 277
2025
Q2 		$568K Sell
21,446
-7,569
-26% -$198K 0.04% 372
2025
Q1 		$811K Sell
29,015
-1,103
-4% -$30.7K 0.06% 277
2024
Q4 		$823K Buy
30,118
+8,443
+39% +$240K 0.06% 289
2024
Q3 		$610K Sell
21,675
-9,777
-31% -$266K 0.05% 321
2024
Q2 		$815K Buy
31,452
+912
+3% +$23.7K 0.07% 277
2024
Q1 		$821K Sell
30,540
-7,620
-20% -$197K 0.08% 233
2023
Q4 		$968K Buy
38,160
+7,167
+23% +$171K 0.07% 259
2023
Q3 		$731K Buy
30,993
+3,714
+14% +$91.1K 0.13% 178
2023
Q2 		$660K Buy
27,279
+972
+4% +$23.2K 0.06% 303
2023
Q1 		$642K Buy
26,307
+3,798
+17% +$95K 0.05% 287
2022
Q4 		$567K Buy
22,509
+1,281
+6% +$31.6K 0.05% 301
2022
Q3 		$470K Sell
21,228
-18,477
-47% -$449K 0.05% 310
2022
Q2 		$414K Buy
39,705
+28,878
+267% +$735K 0.04% 278
2022
Q1 		$285K Sell
10,827
-2,100
-16% -$55K 0.02% 391
2021
Q4 		$348K Hold
12,927
– – 0.03% 359
2021
Q3 		$320K Buy
+12,927
New +$329K 0.04% 317
2021
Q2 		– Sell
-15,222
Closed -$370K – 425
2021
Q1 		$370K Buy
15,222
+90
+0.6% +$2.05K 0.05% 287
2020
Q4 		$319K Buy
+15,132
New +$307K 0.05% 298

Other funds holding SCHD

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Arete Wealth Advisors's SCHD Position: Q3 2026 in Review

Arete Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.16% in Q3 2026, selling an estimated $1.62K and leaving 29,426 shares worth $958K. The position accounts for 0.06% of the portfolio, ranked #249.

Arete Wealth Advisors first reported a position in SCHD in Q4 2020 and has held it in 23 quarters since. The position peaked at $968K in Q4 2023. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Arete Wealth Advisors held 29,426 shares of Schwab US Dividend Equity ETF worth $958K as of Q3 2026.
  • Arete Wealth Advisors sold 48 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $1.62K.
  • Schwab US Dividend Equity ETF made up 0.06% of Arete Wealth Advisors's portfolio in Q3 2026, its #249 holding.
  • Arete Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • Arete Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $968K in Q4 2023.
  • 2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.