Boyce & Associates Wealth Consulting
SCHD icon

Boyce & Associates Wealth Consulting’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Boyce & Associates Wealth Consulting’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 		$1.38M Sell
42,519
-2,480
-6% -$83.6K 0.84% 31
2026
Q2 		$1.43M Buy
44,999
+1,437
+3% +$45.6K 0.99% 26
2026
Q1 		$1.34M Buy
43,562
+988
+2% +$30K 1.01% 26
2025
Q4 		$1.17M Buy
42,574
+2,092
+5% +$56.9K 0.98% 24
2025
Q3 		$1.11M Buy
40,482
+1,453
+4% +$39.6K 0.9% 26
2025
Q2 		$1.03M Buy
39,029
+2,696
+7% +$70.4K 0.94% 23
2025
Q1 		$1.02M Buy
36,333
+185
+0.5% +$5.16K 1.02% 24
2024
Q4 		$988K Buy
36,148
+1,369
+4% +$38.9K 1% 25
2024
Q3 		$980K Buy
34,779
+1,113
+3% +$30.3K 1.02% 19
2024
Q2 		$873K Buy
33,666
+2,247
+7% +$58.5K 1.03% 18
2024
Q1 		$844K Buy
31,419
+5,586
+22% +$144K 1.09% 16
2023
Q4 		$656K Buy
25,833
+4,173
+19% +$99.4K 0.95% 20
2023
Q3 		$511K Buy
21,660
+4,221
+24% +$104K 0.85% 23
2023
Q2 		$422K Buy
17,439
+930
+6% +$22.2K 0.71% 24
2023
Q1 		$401K Buy
16,509
+297
+2% +$7.42K 0.72% 28
2022
Q4 		$408K Buy
16,212
+1,284
+9% +$31.7K 0.78% 25
2022
Q3 		$331K Buy
14,928
+114
+0.8% +$2.77K 0.68% 27
2022
Q2 		$354K Buy
14,814
+2,571
+21% +$65.4K 0.64% 30
2022
Q1 		$322K Buy
+12,243
New +$321K 0.48% 40

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Boyce & Associates Wealth Consulting's SCHD Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.5% in Q3 2026, selling an estimated $83.6K and leaving 42,519 shares worth $1.38M. The position accounts for 0.84% of the portfolio, ranked #31.

Boyce & Associates Wealth Consulting first reported a position in SCHD in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.43M in Q2 2026. 1,291 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Boyce & Associates Wealth Consulting held 42,519 shares of Schwab US Dividend Equity ETF worth $1.38M as of Q3 2026.
  • Boyce & Associates Wealth Consulting sold 2,480 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $83.6K.
  • Schwab US Dividend Equity ETF made up 0.84% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #31 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 19 quarters since.
  • Boyce & Associates Wealth Consulting's Schwab US Dividend Equity ETF position peaked at $1.43M in Q2 2026.
  • 1,291 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.