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Coastline Trust’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Coastline Trust’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 		$14.6K Hold
450
– – ﹤0.01% 306
2026
Q2 		$14.3K Hold
450
– – ﹤0.01% 344
2026
Q1 		$13.8K Hold
450
– – ﹤0.01% 341
2025
Q4 		$12.3K Hold
450
– – ﹤0.01% 349
2025
Q3 		$12.3K Buy
+450
New +$12.3K ﹤0.01% 339

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 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
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Coastline Trust's SCHD Position: Q3 2026 in Review

Coastline Trust held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 450 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Coastline Trust first reported a position in SCHD in Q3 2025 and has held it in 5 quarters since. 83 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Coastline Trust held 450 shares of Schwab US Dividend Equity ETF worth $14.6K as of Q3 2026.
  • Coastline Trust left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #306 holding.
  • Coastline Trust first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 83 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.