Brady Martz Wealth Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Brady Martz Wealth Solutions’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	$17.4M	Sell	535,177 -81,049	-13%	-$2.73M	2.57%	7
2026 Q2	$19.5M	Sell	616,226 -3,903	-0.6%	-$124K	2.95%	7
2026 Q1	$19M	Sell	620,129 -102,842	-14%	-$3.12M	3.24%	7
2025 Q4	$19.8M	Sell	722,971 -67,842	-9%	-$1.84M	3.49%	4
2025 Q3	$21.6M	Sell	790,813 -54,713	-6%	-$1.49M	3.92%	4
2025 Q2	$22.4M	Sell	845,526 -185,298	-18%	-$4.84M	4.33%	4
2025 Q1	$28.8M	Sell	1,030,824 -42,926	-4%	-$1.2M	6.53%	2
2024 Q4	$29.5M	Buy	+1,073,750	New	+$30.5M	7.13%	3

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Brady Martz Wealth Solutions's SCHD Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q3 2026, selling an estimated $2.73M and leaving 535,177 shares worth $17.4M. The position accounts for 2.57% of the portfolio, ranked #7.

Brady Martz Wealth Solutions first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. The position peaked at $29.5M in Q4 2024. 1,535 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Brady Martz Wealth Solutions held 535,177 shares of Schwab US Dividend Equity ETF worth $17.4M as of Q3 2026.
Brady Martz Wealth Solutions sold 81,049 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $2.73M.
Schwab US Dividend Equity ETF made up 2.57% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #7 holding.
Brady Martz Wealth Solutions first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's Schwab US Dividend Equity ETF position peaked at $29.5M in Q4 2024.
1,535 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.