Cresta Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cresta Advisors’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	$5.86M	Buy	180,209 +21,985	+14%	+$741K	2.56%	12
2026 Q2	$5.02M	Sell	158,224 -11,529	-7%	-$366K	1.8%	15
2026 Q1	$5.21M	Buy	169,753 +11,463	+7%	+$348K	2.13%	12
2025 Q4	$4.34M	Buy	158,290 +9,587	+6%	+$261K	1.82%	14
2025 Q3	$4.06M	Sell	148,703 -8,418	-5%	-$230K	1.81%	15
2025 Q2	$4.16M	Buy	157,121 +17,358	+12%	+$453K	2.03%	12
2025 Q1	$3.91M	Buy	139,763 +90,422	+183%	+$2.52M	2.02%	13
2024 Q4	$4.17M	Sell	49,341 -98,682	-67%	-$2.81M	2.18%	12
2024 Q3	$4.17M	Sell	148,023 -639	-0.4%	-$17.4K	2.18%	12
2024 Q2	$3.85M	Sell	148,662 -147	-0.1%	-$3.83K	2.28%	13
2024 Q1	$4M	Sell	148,809 -3,687	-2%	-$95.3K	2.54%	12
2023 Q4	$3.87M	Sell	152,496 -8,844	-5%	-$211K	2.58%	12
2023 Q3	$3.81M	Sell	161,340 -38,604	-19%	-$947K	2.95%	11
2023 Q2	$4.84M	Sell	199,944 -111,768	-36%	-$2.67M	3.76%	9
2023 Q1	$7.6M	Sell	311,712 -5,976	-2%	-$149K	5.91%	4
2022 Q4	$8M	Sell	317,688 -36,927	-10%	-$911K	6.98%	3
2022 Q3	$7.85M	Buy	+354,615	New	+$8.62M	9.69%	2

Other funds holding SCHD

KFP

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

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

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

Cresta Advisors's SCHD Position: Q3 2026 in Review

Cresta Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q3 2026, buying an estimated $741K and bringing the position to 180,209 shares worth $5.86M. The position accounts for 2.56% of the portfolio, ranked #12.

Cresta Advisors first reported a position in SCHD in Q3 2022 and has held it in 17 quarters since. The position peaked at $8M in Q4 2022. 513 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Cresta Advisors held 180,209 shares of Schwab US Dividend Equity ETF worth $5.86M as of Q3 2026.
Cresta Advisors bought 21,985 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $741K.
Schwab US Dividend Equity ETF made up 2.56% of Cresta Advisors's portfolio in Q3 2026, its #12 holding.
Cresta Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 17 quarters since.
Cresta Advisors's Schwab US Dividend Equity ETF position peaked at $8M in Q4 2022.
513 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.