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Atwood & Palmer’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Atwood & Palmer’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
-413
Closed -$13.1K – 513
2026
Q2 		$13.1K Hold
413
– – ﹤0.01% 357
2026
Q1 		$12.7K Buy
+413
New +$12.5K ﹤0.01% 364

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Atwood & Palmer's SCHD Position: Q3 2026 in Review

Atwood & Palmer sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2026, closing a stake of 413 shares — an estimated $13.1K sold.

Atwood & Palmer first reported a position in SCHD in Q1 2026 and held it in 2 quarters. The position peaked at $13.1K in Q2 2026. 83 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Atwood & Palmer reported no remaining Schwab US Dividend Equity ETF position as of Q3 2026 after selling out during the quarter.
  • Atwood & Palmer sold 413 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $13.1K.
  • Atwood & Palmer first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and held it in 2 quarters.
  • Atwood & Palmer's Schwab US Dividend Equity ETF position peaked at $13.1K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.