Clean Yield Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clean Yield Group’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	-185	Closed	-$5.87K	–	408
2026 Q2	$5.87K	Buy	+185	New	+$5.87K	﹤0.01%	343
2025 Q1	–	Sell	-1,698	Closed	-$46.4K	–	481
2024 Q4	$46.4K	Hold	1,698	–	–	0.01%	233
2024 Q3	$47.8K	Hold	1,698	–	–	0.02%	233
2024 Q2	$44K	Hold	1,698	–	–	0.02%	237
2024 Q1	$45.6K	Hold	1,698	–	–	0.02%	242
2023 Q4	$43.1K	Hold	1,698	–	–	0.02%	246
2023 Q3	$40.1K	Hold	1,698	–	–	0.02%	244
2023 Q2	$41.1K	Hold	1,698	–	–	0.02%	248
2023 Q1	$41.4K	Hold	1,698	–	–	0.02%	247
2022 Q4	$42.8K	Hold	1,698	–	–	0.02%	240
2022 Q3	$38K	Hold	1,698	–	–	0.02%	245
2022 Q2	$41K	Hold	1,698	–	–	0.02%	246
2022 Q1	$45K	Hold	1,698	–	–	0.02%	262
2021 Q4	$46K	Hold	1,698	–	–	0.01%	270
2021 Q3	$42K	Hold	1,698	–	–	0.01%	273
2021 Q2	$43K	Buy	+1,698	New	+$42.9K	0.01%	264

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Clean Yield Group's SCHD Position: Q3 2026 in Review

Clean Yield Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2026, closing a stake of 185 shares — an estimated $5.87K sold.

Clean Yield Group first reported a position in SCHD in Q2 2021 and held it in 16 quarters. The position peaked at $47.8K in Q3 2024. 1,084 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Clean Yield Group reported no remaining Schwab US Dividend Equity ETF position as of Q3 2026 after selling out during the quarter.
Clean Yield Group sold 185 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $5.87K.
Clean Yield Group first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and held it in 16 quarters.
Clean Yield Group's Schwab US Dividend Equity ETF position peaked at $47.8K in Q3 2024.
1,084 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.