Clark Wealth Partners
SCHD icon

Clark Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clark Wealth Partners’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 		$1.7M Buy
52,328
+188
+0.4% +$6.34K 0.88% 17
2026
Q2 		$1.65M Sell
52,140
-82
-0.2% -$2.6K 0.93% 15
2026
Q1 		$1.6M Sell
52,222
-1,221
-2% -$37K 1.08% 11
2025
Q4 		$1.47M Hold
53,443
– – 0.89% 13
2025
Q3 		$1.47M Sell
53,443
-555,445
-91% -$15.2M 0.89% 13
2025
Q2 		$16.1M Buy
608,888
+40,240
+7% +$1.05M 10.89% 3
2025
Q1 		$15.9M Sell
568,648
-21,489
-4% -$599K 11.79% 2
2024
Q4 		$16.1M Buy
+590,137
New +$16.8M 12.51% 1

Other funds holding SCHD

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Clark Wealth Partners's SCHD Position: Q3 2026 in Review

Clark Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.36% in Q3 2026, buying an estimated $6.34K and bringing the position to 52,328 shares worth $1.7M. The position accounts for 0.88% of the portfolio, ranked #17.

Clark Wealth Partners first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.1M in Q2 2025. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Clark Wealth Partners held 52,328 shares of Schwab US Dividend Equity ETF worth $1.7M as of Q3 2026.
  • Clark Wealth Partners bought 188 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $6.34K.
  • Schwab US Dividend Equity ETF made up 0.88% of Clark Wealth Partners's portfolio in Q3 2026, its #17 holding.
  • Clark Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • Clark Wealth Partners's Schwab US Dividend Equity ETF position peaked at $16.1M in Q2 2025.
  • 2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.