Boyer Financial Services
SCHD icon

Boyer Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Boyer Financial Services’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 		$2.65M Sell
81,559
-797
-1% -$26.9K 2.12% 15
2026
Q2 		$2.67M Buy
82,356
+1,076
+1% +$34.1K 2.25% 14
2026
Q1 		$2.49M Buy
81,280
+5,689
+8% +$173K 2.64% 12
2025
Q4 		$2.1M Buy
+75,591
New +$2.06M 2.22% 13

Other funds holding SCHD

Rakuten Investment Management
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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

Boyer Financial Services's SCHD Position: Q3 2026 in Review

Boyer Financial Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.97% in Q3 2026, selling an estimated $26.9K and leaving 81,559 shares worth $2.65M. The position accounts for 2.12% of the portfolio, ranked #15.

Boyer Financial Services first reported a position in SCHD in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.67M in Q2 2026. 1,445 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Boyer Financial Services held 81,559 shares of Schwab US Dividend Equity ETF worth $2.65M as of Q3 2026.
  • Boyer Financial Services sold 797 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $26.9K.
  • Schwab US Dividend Equity ETF made up 2.12% of Boyer Financial Services's portfolio in Q3 2026, its #15 holding.
  • Boyer Financial Services first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Boyer Financial Services's Schwab US Dividend Equity ETF position peaked at $2.67M in Q2 2026.
  • 1,445 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.