Dynamic Advisor Solutions
SCHD icon

Dynamic Advisor Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Dynamic Advisor Solutions’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 		$9.7M Buy
297,490
+14,183
+5% +$478K 0.27% 81
2026
Q2 		$8.98M Buy
283,307
+12,311
+5% +$391K 0.25% 87
2026
Q1 		$8.31M Sell
270,996
-75,849
-22% -$2.3M 0.26% 85
2025
Q4 		$9.5M Buy
346,845
+3,728
+1% +$101K 0.31% 70
2025
Q3 		$9.37M Sell
343,117
-4,478
-1% -$122K 0.27% 84
2025
Q2 		$9.21M Buy
347,595
+30,414
+10% +$794K 0.28% 83
2025
Q1 		$8.87M Buy
+317,181
New +$8.84M 0.29% 83
2024
Q4 		– Sell
-264,981
Closed -$7.47M – 788
2024
Q3 		$7.47M Sell
264,981
-26,844
-9% -$731K 0.22% 109
2024
Q2 		$7.56M Sell
291,825
-44,451
-13% -$1.16M 0.24% 93
2024
Q1 		$9.04M Buy
336,276
+22,881
+7% +$591K 0.31% 83
2023
Q4 		$7.98M Buy
313,395
+134,922
+76% +$3.22M 0.3% 89
2023
Q3 		$4.21M Buy
178,473
+8,238
+5% +$202K 0.2% 145
2023
Q2 		$4.12M Buy
170,235
+11,118
+7% +$266K 0.21% 138
2023
Q1 		$3.88M Buy
159,117
+35,454
+29% +$886K 0.23% 121
2022
Q4 		$3.11M Buy
123,663
+33,981
+38% +$839K 0.21% 121
2022
Q3 		$1.99M Buy
89,682
+10,779
+14% +$262K 0.15% 153
2022
Q2 		$1.88M Sell
78,903
-10,269
-12% -$261K 0.14% 160
2022
Q1 		$2.34M Sell
89,172
-150
-0.2% -$3.93K 0.16% 146
2021
Q4 		$2.41M Buy
89,322
+6,387
+8% +$166K 0.17% 141
2021
Q3 		$2.05M Buy
82,935
+7,611
+10% +$193K 0.15% 165
2021
Q2 		$1.9M Buy
75,324
+17,580
+30% +$444K 0.15% 168
2021
Q1 		$1.4M Buy
57,744
+12,345
+27% +$281K 0.13% 192
2020
Q4 		$971K Buy
45,399
+14,727
+48% +$299K 0.09% 244
2020
Q3 		$565K Buy
+30,672
New +$564K 0.06% 286

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 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

Dynamic Advisor Solutions's SCHD Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Schwab US Dividend Equity ETF (SCHD) stake by 5% in Q3 2026, buying an estimated $478K and bringing the position to 297,490 shares worth $9.7M. The position accounts for 0.27% of the portfolio, ranked #81.

Dynamic Advisor Solutions first reported a position in SCHD in Q3 2020 and has held it in 24 quarters since. 522 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Dynamic Advisor Solutions held 297,490 shares of Schwab US Dividend Equity ETF worth $9.7M as of Q3 2026.
  • Dynamic Advisor Solutions bought 14,183 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $478K.
  • Schwab US Dividend Equity ETF made up 0.27% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #81 holding.
  • Dynamic Advisor Solutions first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 24 quarters since.
  • 522 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.