AWE
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Avidian Wealth Enterprises’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Avidian Wealth Enterprises’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 		$6.23M Buy
191,497
+27,209
+17% +$917K 0.17% 88
2026
Q2 		$5.21M Sell
164,288
-11,084
-6% -$352K 0.14% 108
2026
Q1 		$5.38M Buy
175,372
+5,008
+3% +$152K 0.17% 86
2025
Q4 		$4.67M Sell
170,364
-6,064
-3% -$165K 0.17% 85
2025
Q3 		$4.82M Buy
176,428
+793
+0.5% +$21.6K 0.18% 82
2025
Q2 		$4.65M Buy
175,635
+29,307
+20% +$765K 0.19% 77
2025
Q1 		$4.09M Sell
146,328
-414
-0.3% -$11.5K 0.18% 80
2024
Q4 		$4.01M Buy
146,742
+13,647
+10% +$388K 0.18% 81
2024
Q3 		$3.75M Buy
133,095
+756
+0.6% +$20.6K 0.17% 82
2024
Q2 		$3.43M Buy
132,339
+57,777
+77% +$1.5M 0.14% 84
2024
Q1 		$2M Sell
74,562
-3,075
-4% -$79.4K 0.1% 112
2023
Q4 		$1.97M Sell
77,637
-99,009
-56% -$2.36M 0.12% 108
2023
Q3 		$4.17M Buy
176,646
+6,129
+4% +$150K 0.29% 70
2023
Q2 		$4.13M Buy
170,517
+18,171
+12% +$434K 0.27% 75
2023
Q1 		$3.72M Buy
152,346
+144,324
+1,799% +$3.61M 0.2% 96
2022
Q4 		$202K Buy
+8,022
New +$198K 0.01% 428
2022
Q3 		– Sell
-11,163
Closed -$267K – 457
2022
Q2 		$267K Sell
11,163
-171
-2% -$4.35K 0.02% 374
2022
Q1 		$298K Sell
11,334
-222
-2% -$5.81K 0.02% 388
2021
Q4 		$311K Buy
+11,556
New +$300K 0.02% 393

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

Avidian Wealth Enterprises's SCHD Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q3 2026, buying an estimated $917K and bringing the position to 191,497 shares worth $6.23M. The position accounts for 0.17% of the portfolio, ranked #88.

Avidian Wealth Enterprises first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 83 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Avidian Wealth Enterprises held 191,497 shares of Schwab US Dividend Equity ETF worth $6.23M as of Q3 2026.
  • Avidian Wealth Enterprises bought 27,209 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $917K.
  • Schwab US Dividend Equity ETF made up 0.17% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #88 holding.
  • Avidian Wealth Enterprises first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 83 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.