Byrne Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Byrne Asset 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	$108K	Buy	3,313 +2,507	+311%	+$84.5K	0.06%	223
2026 Q2	$25.6K	Buy	+806	New	+$25.6K	0.01%	346
2024 Q3	–	Sell	-5,481	Closed	-$141K	–	566
2024 Q2	$141K	Buy	+5,481	New	+$143K	0.1%	131
2024 Q1	–	Sell	-5,481	Closed	-$142K	–	134
2023 Q4	$139K	Hold	5,481	–	–	0.11%	127
2023 Q3	$129K	Buy	+5,481	New	+$134K	0.11%	126
2023 Q2	–	Sell	-6,426	Closed	-$154K	–	165
2023 Q1	$157K	Buy	6,426 +5,481	+580%	+$137K	0.11%	143
2022 Q4	$23.8K	Buy	+945	New	+$23.3K	0.02%	299

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

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Byrne Asset Management's SCHD Position: Q3 2026 in Review

Byrne Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 311% in Q3 2026, buying an estimated $84.5K and bringing the position to 3,313 shares worth $108K. The position accounts for 0.06% of the portfolio, ranked #223.

Byrne Asset Management first reported a position in SCHD in Q4 2022 and has held it in 7 quarters since. The position peaked at $157K in Q1 2023. 95 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Byrne Asset Management held 3,313 shares of Schwab US Dividend Equity ETF worth $108K as of Q3 2026.
Byrne Asset Management bought 2,507 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $84.5K.
Schwab US Dividend Equity ETF made up 0.06% of Byrne Asset Management's portfolio in Q3 2026, its #223 holding.
Byrne Asset Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 7 quarters since.
Byrne Asset Management's Schwab US Dividend Equity ETF position peaked at $157K in Q1 2023.
95 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.