Dala Group
SCHD icon

Dala Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Dala Group’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 		$991K Sell
30,478
-825
-3% -$27.8K 0.73% 26
2026
Q2 		$993K Sell
31,303
-34,359
-52% -$1.09M 0.82% 27
2026
Q1 		$2.01M Sell
65,662
-99,324
-60% -$3.01M 1.68% 13
2025
Q4 		$4.53M Buy
+164,986
New +$4.49M 3.92% 7

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Dala Group's SCHD Position: Q3 2026 in Review

Dala Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.6% in Q3 2026, selling an estimated $27.8K and leaving 30,478 shares worth $991K. The position accounts for 0.73% of the portfolio, ranked #26.

Dala Group first reported a position in SCHD in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.53M in Q4 2025. 1,084 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Dala Group held 30,478 shares of Schwab US Dividend Equity ETF worth $991K as of Q3 2026.
  • Dala Group sold 825 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $27.8K.
  • Schwab US Dividend Equity ETF made up 0.73% of Dala Group's portfolio in Q3 2026, its #26 holding.
  • Dala Group first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Dala Group's Schwab US Dividend Equity ETF position peaked at $4.53M in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.