DecisionPoint Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

DecisionPoint Financial’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	$198K	Buy	6,072 +654	+12%	+$22K	0.03%	67
2026 Q2	$173K	Buy	5,418 +984	+22%	+$31.2K	0.03%	59
2026 Q1	$136K	Sell	4,434 -1,424	-24%	-$43.2K	0.03%	58
2025 Q4	$161K	Hold	5,858	–	–	0.04%	53
2025 Q3	$161K	Hold	5,858	–	–	0.04%	52
2025 Q2	$158K	Hold	5,858	–	–	0.04%	49
2025 Q1	$164K	Buy	+5,858	New	+$163K	0.05%	44
2023 Q1	–	Sell	-3	Closed	-$76	–	220
2022 Q4	$76	Buy	+3	New	+$74	﹤0.01%	182

Other funds holding SCHD

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 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

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

DecisionPoint Financial's SCHD Position: Q3 2026 in Review

DecisionPoint Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q3 2026, buying an estimated $22K and bringing the position to 6,072 shares worth $198K. The position accounts for 0.03% of the portfolio, ranked #67.

DecisionPoint Financial first reported a position in SCHD in Q4 2022 and has held it in 8 quarters since. 926 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

DecisionPoint Financial held 6,072 shares of Schwab US Dividend Equity ETF worth $198K as of Q3 2026.
DecisionPoint Financial bought 654 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $22K.
Schwab US Dividend Equity ETF made up 0.03% of DecisionPoint Financial's portfolio in Q3 2026, its #67 holding.
DecisionPoint Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 8 quarters since.
926 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.