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Buska Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Buska Wealth Management’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 		$950K Sell
29,210
-238
-0.8% -$8.02K 0.33% 33
2026
Q2 		$934K Buy
29,448
+460
+2% +$14.6K 0.34% 34
2026
Q1 		$889K Sell
28,988
-3,453
-11% -$105K 0.36% 28
2025
Q4 		$890K Sell
32,441
-3,848
-11% -$105K 0.33% 29
2025
Q3 		$991K Sell
36,289
-99
-0.3% -$2.7K 0.3% 26
2025
Q2 		$964K Sell
36,388
-468
-1% -$12.2K 0.26% 28
2025
Q1 		$1.03M Buy
36,856
+1,259
+4% +$35.1K 0.32% 29
2024
Q4 		$973K Buy
35,597
+764
+2% +$21.7K 0.31% 28
2024
Q3 		$981K Buy
34,833
+18,822
+118% +$513K 0.34% 26
2024
Q2 		$415K Buy
16,011
+7,812
+95% +$203K 0.17% 35
2024
Q1 		$220K Buy
+8,199
New +$212K 0.1% 48

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Buska Wealth Management's SCHD Position: Q3 2026 in Review

Buska Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.81% in Q3 2026, selling an estimated $8.02K and leaving 29,210 shares worth $950K. The position accounts for 0.33% of the portfolio, ranked #33.

Buska Wealth Management first reported a position in SCHD in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.03M in Q1 2025. 126 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Buska Wealth Management held 29,210 shares of Schwab US Dividend Equity ETF worth $950K as of Q3 2026.
  • Buska Wealth Management sold 238 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $8.02K.
  • Schwab US Dividend Equity ETF made up 0.33% of Buska Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Buska Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 11 quarters since.
  • Buska Wealth Management's Schwab US Dividend Equity ETF position peaked at $1.03M in Q1 2025.
  • 126 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.