DDD Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

DDD Partners’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 Q2	$470K	Buy	14,830 +25	+0.2%	+$793	0.03%	118
2026 Q1	$454K	Sell	14,805 -13,032	-47%	-$395K	0.03%	100
2025 Q4	$764K	Sell	27,837 -307	-1%	-$8.35K	0.05%	81
2025 Q3	$768K	Sell	28,144 -1,167,861	-98%	-$31.9M	0.05%	82
2025 Q2	$31.7M	Buy	1,196,005 +1,164,306	+3,673%	+$30.4M	3.4%	5
2025 Q1	$886K	Buy	31,699 +453	+1%	+$12.6K	0.11%	59
2024 Q4	$854K	Buy	31,246 +382	+1%	+$10.9K	0.1%	57
2024 Q3	$870K	Buy	30,864 +15,762	+104%	+$429K	0.09%	58
2024 Q2	$391K	Sell	15,102 -81	-0.5%	-$2.11K	0.05%	79
2024 Q1	$408K	Sell	15,183 -1,449,261	-99%	-$37.4M	0.05%	73
2023 Q4	$37.2M	Buy	1,464,444 +1,452,501	+12,162%	+$34.6M	5%	3
2023 Q3	$281K	Buy	11,943 +1,197	+11%	+$29.4K	0.04%	79
2023 Q2	$260K	Sell	10,746 -1,923	-15%	-$45.9K	0.04%	80
2023 Q1	$309K	Sell	12,669 -234	-2%	-$5.85K	0.05%	68
2022 Q4	$325K	Sell	12,903 -38,919	-75%	-$961K	0.05%	64
2022 Q3	$1.15M	Sell	51,822 -3,822	-7%	-$92.9K	0.21%	43
2022 Q2	$1.33M	Sell	55,644 -801,372	-94%	-$20.4M	0.23%	41
2022 Q1	$22.5M	Sell	857,016 -1,092	-0.1%	-$28.6K	3.09%	10
2021 Q4	$23.1M	Sell	858,108 -29,337	-3%	-$762K	3.17%	8
2021 Q3	$22M	Sell	887,445 -44,760	-5%	-$1.14M	3.29%	7
2021 Q2	$23.5M	Buy	932,205 +533,310	+134%	+$13.5M	3.57%	5
2021 Q1	$9.7M	Buy	398,895 +386,277	+3,061%	+$8.79M	1.65%	25
2020 Q4	$270K	Sell	12,618 -2,862	-18%	-$58K	0.05%	50
2020 Q3	$285K	Buy	+15,480	New	+$285K	0.07%	41

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

DDD Partners's SCHD Position: Q2 2026 in Review

DDD Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.17% in Q2 2026, buying an estimated $793 and bringing the position to 14,830 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #118.

DDD Partners first reported a position in SCHD in Q3 2020 and has held it in 24 quarters since. The position peaked at $37.2M in Q4 2023. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

DDD Partners held 14,830 shares of Schwab US Dividend Equity ETF worth $470K as of Q2 2026.
DDD Partners bought 25 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $793.
Schwab US Dividend Equity ETF made up 0.03% of DDD Partners's portfolio in Q2 2026, its #118 holding.
DDD Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 24 quarters since.
DDD Partners's Schwab US Dividend Equity ETF position peaked at $37.2M in Q4 2023.
2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on DDD Partners's 13F filing for Q2 2026, filed 5 Aug 2026.