Summit Investment Advisors, Inc.\KS’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Summit Investment Advisors, Inc.\KS’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	$21.3M	Buy	653,294 +68,642	+12%	+$2.31M	9.6%	4
2026 Q2	$18.5M	Buy	584,652 +105,512	+22%	+$3.35M	8.48%	4
2026 Q1	$14.7M	Buy	479,140 +38,971	+9%	+$1.18M	7.46%	4
2025 Q4	$12.1M	Buy	+440,169	New	+$12M	6.47%	4

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's SCHD Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS increased its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q3 2026, buying an estimated $2.31M and bringing the position to 653,294 shares worth $21.3M. The position accounts for 9.6% of the portfolio, ranked #4.

Summit Investment Advisors, Inc.\KS first reported a position in SCHD in Q4 2025 and has held it in 4 quarters since. 1,445 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Summit Investment Advisors, Inc.\KS held 653,294 shares of Schwab US Dividend Equity ETF worth $21.3M as of Q3 2026.
Summit Investment Advisors, Inc.\KS bought 68,642 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $2.31M.
Schwab US Dividend Equity ETF made up 9.6% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #4 holding.
Summit Investment Advisors, Inc.\KS first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 4 quarters since.
1,445 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.