Bond & Devick Financial Network
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Bond & Devick Financial Network’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bond & Devick Financial Network’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 		$1.92M Buy
58,983
+734
+1% +$24.7K 0.46% 34
2026
Q2 		$1.85M Buy
58,249
+670
+1% +$21.3K 0.45% 34
2026
Q1 		$1.77M Sell
57,579
-225
-0.4% -$6.82K 0.49% 31
2025
Q4 		$1.59M Buy
57,804
+894
+2% +$24.3K 0.45% 30
2025
Q3 		$1.55M Sell
56,910
-2,715
-5% -$74.1K 0.47% 30
2025
Q2 		$1.58M Buy
59,625
+24
+0% +$627 0.53% 27
2025
Q1 		$1.67M Buy
59,601
+42,950
+258% +$1.2M 0.6% 25
2024
Q4 		$1.41M Sell
16,651
-33,302
-67% -$947K 0.6% 29
2024
Q3 		$1.41M Sell
49,953
-3,333
-6% -$90.8K 0.6% 29
2024
Q2 		$1.38M Sell
53,286
-1,590
-3% -$41.4K 0.74% 22
2024
Q1 		$1.47M Buy
54,876
+16,359
+42% +$423K 0.8% 22
2023
Q4 		$977K Sell
38,517
-7,743
-17% -$185K 0.56% 35
2023
Q3 		$1.09M Sell
46,260
-177
-0.4% -$4.34K 0.7% 23
2023
Q2 		$1.12M Buy
46,437
+2,223
+5% +$53.1K 0.7% 22
2023
Q1 		$1.08M Buy
44,214
+1,146
+3% +$28.7K 0.69% 25
2022
Q4 		$1.08M Buy
43,068
+9,186
+27% +$227K 0.77% 25
2022
Q3 		$750K Buy
33,882
+8,004
+31% +$194K 0.62% 35
2022
Q2 		$618K Buy
25,878
+3,579
+16% +$91K 0.54% 48
2022
Q1 		$586K Buy
22,299
+5,397
+32% +$141K 0.47% 53
2021
Q4 		$455K Hold
16,902
– – 0.34% 65
2021
Q3 		$418K Hold
16,902
– – 0.35% 67
2021
Q2 		$426K Buy
16,902
+4,134
+32% +$104K 0.35% 67
2021
Q1 		$310K Buy
12,768
+1,212
+10% +$27.6K 0.29% 78
2020
Q4 		$247K Buy
+11,556
New +$234K 0.28% 83

Other funds holding SCHD

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
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
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

Bond & Devick Financial Network's SCHD Position: Q3 2026 in Review

Bond & Devick Financial Network increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.3% in Q3 2026, buying an estimated $24.7K and bringing the position to 58,983 shares worth $1.92M. The position accounts for 0.46% of the portfolio, ranked #34.

Bond & Devick Financial Network first reported a position in SCHD in Q4 2020 and has held it in 24 quarters since. 1,036 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Bond & Devick Financial Network held 58,983 shares of Schwab US Dividend Equity ETF worth $1.92M as of Q3 2026.
  • Bond & Devick Financial Network bought 734 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $24.7K.
  • Schwab US Dividend Equity ETF made up 0.46% of Bond & Devick Financial Network's portfolio in Q3 2026, its #34 holding.
  • Bond & Devick Financial Network first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,036 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Bond & Devick Financial Network's 13F filing for Q3 2026, filed 23 Oct 2026.