Demars Financial Group
SCHD icon

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

Demars Financial 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 		$391K Sell
12,008
-13,577
-53% -$458K 0.1% 90
2026
Q2 		$811K Sell
25,585
-989
-4% -$31.4K 0.22% 55
2026
Q1 		$815K Sell
26,574
-6,548
-20% -$199K 0.27% 48
2025
Q4 		$909K Sell
33,122
-1,363
-4% -$37.1K 0.3% 36
2025
Q3 		$941K Buy
34,485
+2,698
+8% +$73.6K 0.33% 29
2025
Q2 		$842K Buy
31,787
+1,990
+7% +$52K 0.32% 29
2025
Q1 		$833K Buy
29,797
+326
+1% +$9.09K 0.35% 29
2024
Q4 		$805K Sell
29,471
-1,072
-4% -$30.5K 0.35% 29
2024
Q3 		$861K Hold
30,543
– – 0.39% 23
2024
Q2 		$792K Buy
30,543
+24
+0.1% +$625 0.38% 24
2024
Q1 		$820K Buy
+30,519
New +$788K 0.4% 24
2022
Q3 		– Sell
-9,468
Closed -$226K – 73
2022
Q2 		$226K Sell
9,468
-2,016
-18% -$51.3K 0.13% 72
2022
Q1 		$302K Sell
11,484
-14,424
-56% -$378K 0.15% 71
2021
Q4 		$698K Buy
25,908
+1,365
+6% +$35.5K 0.37% 54
2021
Q3 		$607K Sell
24,543
-4,239
-15% -$108K 0.36% 54
2021
Q2 		$725K Buy
28,782
+738
+3% +$18.6K 0.44% 46
2021
Q1 		$682K Buy
28,044
+345
+1% +$7.85K 0.46% 45
2020
Q4 		$592K Buy
27,699
+15
+0.1% +$304 0.42% 46
2020
Q3 		$510K Buy
27,684
+2,247
+9% +$41.3K 0.39% 42
2020
Q2 		$439K Buy
+25,437
New +$430K 0.36% 43

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Rakuten Investment Management
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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
HHM Wealth Advisors
HHM Wealth Advisors Chattanooga, Tennessee $1.06B AUM 17.1% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Demars Financial Group's SCHD Position: Q3 2026 in Review

Demars Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 53% in Q3 2026, selling an estimated $458K and leaving 12,008 shares worth $391K. The position accounts for 0.1% of the portfolio, ranked #90.

Demars Financial Group first reported a position in SCHD in Q2 2020 and has held it in 20 quarters since. The position peaked at $941K in Q3 2025. 1,630 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Demars Financial Group held 12,008 shares of Schwab US Dividend Equity ETF worth $391K as of Q3 2026.
  • Demars Financial Group sold 13,577 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $458K.
  • Schwab US Dividend Equity ETF made up 0.1% of Demars Financial Group's portfolio in Q3 2026, its #90 holding.
  • Demars Financial Group first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 20 quarters since.
  • Demars Financial Group's Schwab US Dividend Equity ETF position peaked at $941K in Q3 2025.
  • 1,630 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Demars Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.