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

BLVD 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	$1.59M	Buy	48,912 +2,004	+4%	+$67.6K	1.18%	25
2026 Q2	$1.49M	Sell	46,908 -1,961	-4%	-$62.2K	1.11%	27
2026 Q1	$1.5M	Sell	48,869 -3,473	-7%	-$105K	1.3%	23
2025 Q4	$1.44M	Buy	52,342 +1,542	+3%	+$41.9K	1.25%	23
2025 Q3	$1.39M	Buy	50,800 +534	+1%	+$14.6K	1.19%	23
2025 Q2	$1.33M	Buy	+50,266	New	+$1.31M	1.26%	22

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

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 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

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

BLVD Private Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.3% in Q3 2026, buying an estimated $67.6K and bringing the position to 48,912 shares worth $1.59M. The position accounts for 1.18% of the portfolio, ranked #25.

BLVD Private Wealth first reported a position in SCHD in Q2 2025 and has held it in 6 quarters since. 587 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

BLVD Private Wealth held 48,912 shares of Schwab US Dividend Equity ETF worth $1.59M as of Q3 2026.
BLVD Private Wealth bought 2,004 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $67.6K.
Schwab US Dividend Equity ETF made up 1.18% of BLVD Private Wealth's portfolio in Q3 2026, its #25 holding.
BLVD Private Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 6 quarters since.
587 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on BLVD Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.