DDD Partners
SCHD icon

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
Q3 		$484K Buy
14,863
+33
+0.2% +$1.11K 0.03% 126
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

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DDD Partners's SCHD Position: Q3 2026 in Review

DDD Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.22% in Q3 2026, buying an estimated $1.11K and bringing the position to 14,863 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #126.

DDD Partners first reported a position in SCHD in Q3 2020 and has held it in 25 quarters since. The position peaked at $37.2M in Q4 2023. 1,404 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • DDD Partners held 14,863 shares of Schwab US Dividend Equity ETF worth $484K as of Q3 2026.
  • DDD Partners bought 33 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $1.11K.
  • Schwab US Dividend Equity ETF made up 0.03% of DDD Partners's portfolio in Q3 2026, its #126 holding.
  • DDD Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 25 quarters since.
  • DDD Partners's Schwab US Dividend Equity ETF position peaked at $37.2M in Q4 2023.
  • 1,404 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.