Chatterton & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Chatterton & Associates’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	$451K	Buy	+13,868	New	+$468K	0.21%	67

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

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

Chatterton & Associates's SCHD Position: Q3 2026 in Review

Chatterton & Associates opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 13,868 shares worth $451K. The stake represents 0.21% of the portfolio and ranks #67 among its holdings.

2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Chatterton & Associates held 13,868 shares of Schwab US Dividend Equity ETF worth $451K as of Q3 2026.
Schwab US Dividend Equity ETF was a new Chatterton & Associates position in Q3 2026.
Schwab US Dividend Equity ETF made up 0.21% of Chatterton & Associates's portfolio in Q3 2026, its #67 holding.
2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.