CRA Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $40.7M | Buy |
1,250,804
+29,993
| +2% | +$1.01M | 4.5% | 2 |
|
|
2026
Q2 | $38.7M | Buy |
1,220,811
+32,394
| +3% | +$1.03M | 4.46% | 2 |
|
|
2026
Q1 | $36.5M | Buy |
1,188,417
+13,343
| +1% | +$405K | 4.73% | 2 |
|
|
2025
Q4 | $32.2M | Sell |
1,175,074
-34,399
| -3% | -$935K | 4.22% | 3 |
|
|
2025
Q3 | $33M | Buy |
1,209,473
+10,496
| +0.9% | +$286K | 4.52% | 3 |
|
|
2025
Q2 | $31.8M | Buy |
1,198,977
+70,068
| +6% | +$1.83M | 4.86% | 2 |
|
|
2025
Q1 | $31.6M | Buy |
1,128,909
+60,274
| +6% | +$1.68M | 5.4% | 2 |
|
|
2024
Q4 | $29.2M | Buy |
1,068,635
+29,198
| +3% | +$830K | 5.01% | 3 |
|
|
2024
Q3 | $29.3M | Buy |
1,039,437
+37,857
| +4% | +$1.03M | 5.37% | 2 |
|
|
2024
Q2 | $26M | Buy |
1,001,580
+30,711
| +3% | +$799K | 5.24% | 2 |
|
|
2024
Q1 | $26.1M | Buy |
970,869
+69,381
| +8% | +$1.79M | 5.67% | 2 |
|
|
2023
Q4 | $22.9M | Sell |
901,488
-19,761
| -2% | -$471K | 5.6% | 2 |
|
|
2023
Q3 | $21.7M | Buy |
921,249
+24,483
| +3% | +$601K | 5.98% | 2 |
|
|
2023
Q2 | $21.7M | Buy |
896,766
+45,534
| +5% | +$1.09M | 5.87% | 2 |
|
|
2023
Q1 | $20.8M | Buy |
851,232
+69,015
| +9% | +$1.73M | 6.16% | 2 |
|
|
2022
Q4 | $19.7M | Buy |
782,217
+97,881
| +14% | +$2.42M | 6.45% | 2 |
|
|
2022
Q3 | $15.2M | Buy |
684,336
+34,368
| +5% | +$835K | 5.45% | 3 |
|
|
2022
Q2 | $15.5M | Buy |
649,968
+39,159
| +6% | +$996K | 5.32% | 2 |
|
|
2022
Q1 | $16.1M | Buy |
610,809
+49,332
| +9% | +$1.29M | 4.83% | 4 |
|
|
2021
Q4 | $15.1M | Buy |
561,477
+61,503
| +12% | +$1.6M | 4.5% | 6 |
|
|
2021
Q3 | $12.4M | Buy |
499,974
+41,811
| +9% | +$1.06M | 4.19% | 6 |
|
|
2021
Q2 | $11.5M | Buy |
458,163
+49,425
| +12% | +$1.25M | 4.02% | 6 |
|
|
2021
Q1 | $9.9M | Buy |
408,738
+43,842
| +12% | +$997K | 3.84% | 6 |
|
|
2020
Q4 | $7.8M | Buy |
364,896
+45,720
| +14% | +$927K | 3.28% | 7 |
|
|
2020
Q3 | $5.88M | Buy |
319,176
+15,396
| +5% | +$283K | 2.81% | 9 |
|
|
2020
Q2 | $5.24M | Buy |
303,780
+19,938
| +7% | +$337K | 2.77% | 9 |
|
|
2020
Q1 | $4.26M | Buy |
283,842
+14,625
| +5% | +$263K | 2.72% | 8 |
|
|
2019
Q4 | $5.2M | Buy |
269,217
+7,560
| +3% | +$142K | 2.84% | 7 |
|
|
2019
Q3 | $4.78M | Buy |
261,657
+11,139
| +4% | +$199K | 2.89% | 6 |
|
|
2019
Q2 | $4.43M | Buy |
250,518
+12,525
| +5% | +$220K | 2.66% | 6 |
|
|
2019
Q1 | $4.15M | Sell |
237,993
-2,175
| -0.9% | -$36.6K | 2.7% | 6 |
|
|
2018
Q4 | $3.76M | Buy |
+240,168
| New | +$4M | 2.71% | 6 |
|
Other funds holding SCHD
CRA Financial Services's SCHD Position: Q3 2026 in Review
CRA Financial Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.5% in Q3 2026, buying an estimated $1.01M and bringing the position to 1,250,804 shares worth $40.7M. The position accounts for 4.5% of the portfolio, ranked #2.
CRA Financial Services first reported a position in SCHD in Q4 2018 and has held it in 32 quarters since. 1,755 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.
- CRA Financial Services held 1,250,804 shares of Schwab US Dividend Equity ETF worth $40.7M as of Q3 2026.
- CRA Financial Services bought 29,993 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $1.01M.
- Schwab US Dividend Equity ETF made up 4.5% of CRA Financial Services's portfolio in Q3 2026, its #2 holding.
- CRA Financial Services first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 32 quarters since.
- 1,755 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.
Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.