APW
SCHD icon

Aurora Private Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Aurora Private Wealth’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 		$1.78M Sell
54,832
-310
-0.6% -$10.5K 1.12% 23
2026
Q2 		$1.75M Buy
55,142
+197
+0.4% +$6.25K 1.11% 22
2026
Q1 		$1.52M Sell
54,945
-20,022
-27% -$607K 1.08% 23
2025
Q4 		$2.05M Buy
+74,967
New +$2.04M 1.35% 21
2025
Q2 		$1.76M Buy
66,304
+2,704
+4% +$70.6K 1.3% 19
2025
Q1 		$1.78M Buy
63,600
+57
+0.1% +$1.59K 1.42% 16
2024
Q4 		$1.74M Sell
63,543
-4,353
-6% -$124K 1.3% 18
2024
Q3 		$1.91M Sell
67,896
-6,003
-8% -$164K 1.5% 14
2024
Q2 		$1.92M Sell
73,899
-969
-1% -$25.2K 1.68% 14
2024
Q1 		$2M Sell
74,868
-774
-1% -$20K 1.73% 13
2023
Q4 		$1.92M Buy
75,642
+627
+0.8% +$14.9K 1.81% 12
2023
Q3 		$1.77M Buy
75,015
+4,476
+6% +$110K 1.96% 11
2023
Q2 		$1.71M Sell
70,539
-6,219
-8% -$149K 1.94% 11
2023
Q1 		$1.87M Sell
76,758
-2,388
-3% -$59.7K 2% 11
2022
Q4 		$1.99M Sell
79,146
-1,265,295
-94% -$31.2M 2.28% 7
2022
Q3 		$29.8M Buy
1,344,441
+61,329
+5% +$1.49M 13.77% 1
2022
Q2 		$30.6M Buy
1,283,112
+37,710
+3% +$959K 13.81% 1
2022
Q1 		$32.8M Buy
1,245,402
+26,772
+2% +$701K 13.48% 1
2021
Q4 		$32.8M Buy
1,218,630
+24,432
+2% +$635K 14.24% 1
2021
Q3 		$29.6M Buy
1,194,198
+51,639
+5% +$1.31M 12% 1
2021
Q2 		$28.8M Buy
1,142,559
+34,836
+3% +$880K 11.54% 1
2021
Q1 		$26.9M Buy
1,107,723
+49,203
+5% +$1.12M 11.17% 1
2020
Q4 		$22.6M Buy
1,058,520
+38,475
+4% +$780K 9.58% 1
2020
Q3 		$18.8M Buy
1,020,045
+308,079
+43% +$5.67M 8.05% 1
2020
Q2 		$12.3M Sell
711,966
-509,376
-42% -$8.6M 5.65% 4
2020
Q1 		$18.3M Buy
1,221,342
+505,755
+71% +$9.08M 6.45% 2
2019
Q4 		$13.8M Buy
+715,587
New +$13.4M 4.89% 5

Other funds holding SCHD

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
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 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
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Spinnaker Investment Group
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
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
Burkett Financial Services
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Aurora Private Wealth's SCHD Position: Q3 2026 in Review

Aurora Private Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.56% in Q3 2026, selling an estimated $10.5K and leaving 54,832 shares worth $1.78M. The position accounts for 1.12% of the portfolio, ranked #23.

Aurora Private Wealth first reported a position in SCHD in Q4 2019 and has held it in 27 quarters since. The position peaked at $32.8M in Q4 2021. 864 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Aurora Private Wealth held 54,832 shares of Schwab US Dividend Equity ETF worth $1.78M as of Q3 2026.
  • Aurora Private Wealth sold 310 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $10.5K.
  • Schwab US Dividend Equity ETF made up 1.12% of Aurora Private Wealth's portfolio in Q3 2026, its #23 holding.
  • Aurora Private Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 27 quarters since.
  • Aurora Private Wealth's Schwab US Dividend Equity ETF position peaked at $32.8M in Q4 2021.
  • 864 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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