Darden Wealth Group
SCHD icon

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

Darden Wealth 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 		$499K Buy
15,325
+2
+0% +$67 0.2% 90
2026
Q2 		$486K Buy
15,323
+2
+0% +$63 0.19% 98
2026
Q1 		$470K Buy
15,321
+2
+0% +$61 0.24% 90
2025
Q4 		$420K Sell
15,319
-848
-5% -$23.1K 0.2% 92
2025
Q3 		$441K Sell
16,167
-849
-5% -$23.2K 0.23% 87
2025
Q2 		$451K Buy
17,016
+139
+0.8% +$3.63K 0.27% 76
2025
Q1 		$472K Sell
16,877
-1,410
-8% -$39.3K 0.37% 62
2024
Q4 		$500K Buy
18,287
+20
+0.1% +$569 0.34% 62
2024
Q3 		$515K Buy
18,267
+900
+5% +$24.5K 0.37% 60
2024
Q2 		$450K Buy
17,367
+1,461
+9% +$38K 0.27% 60
2024
Q1 		$428K Buy
15,906
+4,221
+36% +$109K 0.34% 68
2023
Q4 		$297K Buy
+11,685
New +$278K 0.29% 76

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Darden Wealth Group's SCHD Position: Q3 2026 in Review

Darden Wealth Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.01% in Q3 2026, buying an estimated $67 and bringing the position to 15,325 shares worth $499K. The position accounts for 0.2% of the portfolio, ranked #90.

Darden Wealth Group first reported a position in SCHD in Q4 2023 and has held it in 12 quarters since. The position peaked at $515K in Q3 2024. 1,445 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Darden Wealth Group held 15,325 shares of Schwab US Dividend Equity ETF worth $499K as of Q3 2026.
  • Darden Wealth Group bought 2 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $67.
  • Schwab US Dividend Equity ETF made up 0.2% of Darden Wealth Group's portfolio in Q3 2026, its #90 holding.
  • Darden Wealth Group first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • Darden Wealth Group's Schwab US Dividend Equity ETF position peaked at $515K in Q3 2024.
  • 1,445 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.