Commonwealth Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Commonwealth Financial Services’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	$491K	Sell	15,087 -5,823	-28%	-$196K	0.09%	122
2026 Q2	$663K	Buy	20,910 +73	+0.4%	+$2.32K	0.09%	132
2026 Q1	$639K	Buy	20,837 +374	+2%	+$11.3K	0.1%	110
2025 Q4	$561K	Sell	20,463 -144	-0.7%	-$3.92K	0.09%	111
2025 Q3	$563K	Sell	20,607 -2,038	-9%	-$55.6K	0.1%	110
2025 Q2	$600K	Buy	22,645 +12,867	+132%	+$336K	0.12%	100
2025 Q1	$273K	Buy	9,778 +162	+2%	+$4.52K	0.06%	156
2024 Q4	$263K	Buy	9,616 +1,873	+24%	+$53.2K	0.05%	160
2024 Q3	$218K	Buy	+7,743	New	+$211K	0.04%	182
2023 Q4	–	Sell	-11,115	Closed	-$262K	–	202
2023 Q3	$262K	Buy	+11,115	New	+$273K	0.08%	148

Other funds holding SCHD

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

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

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

Commonwealth Financial Services's SCHD Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 28% in Q3 2026, selling an estimated $196K and leaving 15,087 shares worth $491K. The position accounts for 0.09% of the portfolio, ranked #122.

Commonwealth Financial Services first reported a position in SCHD in Q3 2023 and has held it in 10 quarters since. The position peaked at $663K in Q2 2026. 986 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Commonwealth Financial Services held 15,087 shares of Schwab US Dividend Equity ETF worth $491K as of Q3 2026.
Commonwealth Financial Services sold 5,823 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $196K.
Schwab US Dividend Equity ETF made up 0.09% of Commonwealth Financial Services's portfolio in Q3 2026, its #122 holding.
Commonwealth Financial Services first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 10 quarters since.
Commonwealth Financial Services's Schwab US Dividend Equity ETF position peaked at $663K in Q2 2026.
986 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.