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Dickmeyer Boyce Financial Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Dickmeyer Boyce Financial Management’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 		$7.85M Buy
241,399
+5,247
+2% +$177K 4.02% 4
2026
Q2 		$7.49M Buy
236,152
+9,383
+4% +$298K 3.88% 4
2026
Q1 		$6.96M Buy
+226,769
New +$6.88M 4.09% 3

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Dickmeyer Boyce Financial Management's SCHD Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.2% in Q3 2026, buying an estimated $177K and bringing the position to 241,399 shares worth $7.85M. The position accounts for 4.02% of the portfolio, ranked #4.

Dickmeyer Boyce Financial Management first reported a position in SCHD in Q1 2026 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 241,399 shares of Schwab US Dividend Equity ETF worth $7.85M as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 5,247 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $177K.
  • Schwab US Dividend Equity ETF made up 4.02% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #4 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.