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

Clune & 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	$2.42M	Sell	74,329 -4,005	-5%	-$135K	0.37%	52
2026 Q2	$2.48M	Buy	78,334 +24,618	+46%	+$781K	0.38%	49
2026 Q1	$1.65M	Buy	53,716 +10,772	+25%	+$327K	0.31%	69
2025 Q4	$1.18M	Buy	42,944 +4,075	+10%	+$111K	0.25%	83
2025 Q3	$1.06M	Buy	38,869 +414	+1%	+$11.3K	0.27%	86
2025 Q2	$1.02M	Buy	38,455 +1,736	+5%	+$45.3K	0.28%	82
2025 Q1	$1.03M	Buy	36,719 +3,755	+11%	+$105K	0.32%	77
2024 Q4	$901K	Buy	+32,964	New	+$937K	0.3%	76

Other funds holding SCHD

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

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 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

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

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

Clune & Associates reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.1% in Q3 2026, selling an estimated $135K and leaving 74,329 shares worth $2.42M. The position accounts for 0.37% of the portfolio, ranked #52.

Clune & Associates first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.48M in Q2 2026. 796 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Clune & Associates held 74,329 shares of Schwab US Dividend Equity ETF worth $2.42M as of Q3 2026.
Clune & Associates sold 4,005 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $135K.
Schwab US Dividend Equity ETF made up 0.37% of Clune & Associates's portfolio in Q3 2026, its #52 holding.
Clune & Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Schwab US Dividend Equity ETF position peaked at $2.48M in Q2 2026.
796 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.