Delap Wealth Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Delap Wealth Advisory’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	$741K	Sell	22,765 -193	-0.8%	-$6.51K	0.25%	41
2026 Q2	$728K	Hold	22,958	–	–	0.25%	47
2026 Q1	$704K	Buy	22,958 +188	+0.8%	+$5.7K	0.27%	43
2025 Q4	$625K	Buy	22,770 +222	+1%	+$6.04K	0.24%	48
2025 Q3	$621K	Sell	22,548 -754	-3%	-$20.6K	0.26%	42
2025 Q2	$618K	Buy	23,302 +585	+3%	+$15.3K	0.3%	38
2025 Q1	$635K	Sell	22,717 -502	-2%	-$14K	0.35%	39
2024 Q4	$634K	Buy	+23,219	New	+$660K	0.38%	35

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $1.06B AUM 17.1% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Delap Wealth Advisory's SCHD Position: Q3 2026 in Review

Delap Wealth Advisory reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.84% in Q3 2026, selling an estimated $6.51K and leaving 22,765 shares worth $741K. The position accounts for 0.25% of the portfolio, ranked #41.

Delap Wealth Advisory first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. 1,630 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Delap Wealth Advisory held 22,765 shares of Schwab US Dividend Equity ETF worth $741K as of Q3 2026.
Delap Wealth Advisory sold 193 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $6.51K.
Schwab US Dividend Equity ETF made up 0.25% of Delap Wealth Advisory's portfolio in Q3 2026, its #41 holding.
Delap Wealth Advisory first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
1,630 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.