Collective Family Office’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Collective Family Office’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	$3.7M	Buy	113,689 +4,540	+4%	+$153K	0.76%	36
2026 Q2	$3.46M	Buy	109,149 +11,326	+12%	+$359K	0.71%	35
2026 Q1	$3M	Sell	97,823 -10,172	-9%	-$309K	0.68%	36
2025 Q4	$2.96M	Buy	107,995 +8,393	+8%	+$228K	0.68%	37
2025 Q3	$2.72M	Buy	99,602 +3,750	+4%	+$102K	0.65%	39
2025 Q2	$2.54M	Buy	95,852 +1,857	+2%	+$48.5K	0.65%	41
2025 Q1	$2.63M	Sell	93,995 -219	-0.2%	-$6.11K	0.71%	36
2024 Q4	$2.57M	Buy	94,214 +395	+0.4%	+$11.2K	0.71%	37
2024 Q3	$2.64M	Buy	93,819 +6,765	+8%	+$184K	0.72%	35
2024 Q2	$2.26M	Buy	87,054 +2,175	+3%	+$56.6K	0.66%	35
2024 Q1	$2.28M	Sell	84,879 -75	-0.1%	-$1.94K	0.74%	36
2023 Q4	$2.16M	Sell	84,954 -34,005	-29%	-$810K	0.76%	36
2023 Q3	$2.81M	Sell	118,959 -15,675	-12%	-$385K	1.09%	26
2023 Q2	$3.26M	Buy	134,634 +19,995	+17%	+$478K	1.27%	24
2023 Q1	$2.8M	Buy	114,639 +5,700	+5%	+$143K	1.15%	25
2022 Q4	$2.74M	Sell	108,939 -1,500	-1%	-$37K	1.23%	24
2022 Q3	$2.44M	Buy	110,439 +24,162	+28%	+$587K	1.22%	25
2022 Q2	$2.06M	Buy	86,277 +2,271	+3%	+$57.8K	0.89%	36
2022 Q1	$2.21M	Sell	84,006 -2,877	-3%	-$75.3K	0.84%	34
2021 Q4	$2.34M	Sell	86,883 -588	-0.7%	-$15.3K	0.92%	31
2021 Q3	$2.17M	Sell	87,471 -12,150	-12%	-$309K	0.93%	28
2021 Q2	$2.51M	Hold	99,621	–	–	1.07%	28
2021 Q1	$2.42M	Sell	99,621 -9,060	-8%	-$206K	1.18%	28
2020 Q4	$2.32M	Buy	+108,681	New	+$2.2M	1.29%	19

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

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Collective Family Office's SCHD Position: Q3 2026 in Review

Collective Family Office increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.2% in Q3 2026, buying an estimated $153K and bringing the position to 113,689 shares worth $3.7M. The position accounts for 0.76% of the portfolio, ranked #36.

Collective Family Office first reported a position in SCHD in Q4 2020 and has held it in 24 quarters since. 110 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Collective Family Office held 113,689 shares of Schwab US Dividend Equity ETF worth $3.7M as of Q3 2026.
Collective Family Office bought 4,540 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $153K.
Schwab US Dividend Equity ETF made up 0.76% of Collective Family Office's portfolio in Q3 2026, its #36 holding.
Collective Family Office first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 24 quarters since.
110 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.