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Cadent Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cadent Capital Advisors’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 		– Sell
-28,896
Closed -$916K – 214
2026
Q2 		$916K Buy
28,896
+1,709
+6% +$54.2K 0.19% 101
2026
Q1 		$834K Buy
27,187
+19,340
+246% +$587K 0.22% 83
2025
Q4 		$215K Buy
+7,847
New +$213K 0.06% 173

Other funds holding SCHD

KFP
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
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 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
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Cadent Capital Advisors's SCHD Position: Q3 2026 in Review

Cadent Capital Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2026, closing a stake of 28,896 shares — an estimated $916K sold.

Cadent Capital Advisors first reported a position in SCHD in Q4 2025 and held it in 3 quarters. The position peaked at $916K in Q2 2026. 199 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Cadent Capital Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q3 2026 after selling out during the quarter.
  • Cadent Capital Advisors sold 28,896 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $916K.
  • Cadent Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and held it in 3 quarters.
  • Cadent Capital Advisors's Schwab US Dividend Equity ETF position peaked at $916K in Q2 2026.
  • 199 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.