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

Ehrlich 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	$1.65M	Sell	50,847 -295	-0.6%	-$9.9K	0.86%	32
2026 Q2	$1.62M	Buy	51,142 +4,582	+10%	+$145K	0.83%	34
2026 Q1	$1.43M	Buy	46,560 +136	+0.3%	+$4.13K	0.82%	36
2025 Q4	$1.27M	Sell	46,424 -6,302	-12%	-$171K	0.72%	37
2025 Q3	$1.44M	Sell	52,726 -881	-2%	-$24K	0.85%	34
2025 Q2	$1.42M	Buy	53,607 +4,143	+8%	+$108K	0.92%	34
2025 Q1	$1.38M	Sell	49,464 -2,096	-4%	-$58.4K	1.01%	28
2024 Q4	$1.41M	Buy	51,560 +6,011	+13%	+$171K	1%	27
2024 Q3	$1.28M	Buy	45,549 +1,716	+4%	+$46.7K	0.92%	27
2024 Q2	$1.14M	Sell	43,833 -29,928	-41%	-$779K	0.9%	26
2024 Q1	$1.98M	Buy	73,761 +1,773	+2%	+$45.8K	1.67%	21
2023 Q4	$1.83M	Buy	+71,988	New	+$1.72M	1.83%	19

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

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

Ehrlich Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.58% in Q3 2026, selling an estimated $9.9K and leaving 50,847 shares worth $1.65M. The position accounts for 0.86% of the portfolio, ranked #32.

Ehrlich Financial Group first reported a position in SCHD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.98M in Q1 2024. 1,543 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Ehrlich Financial Group held 50,847 shares of Schwab US Dividend Equity ETF worth $1.65M as of Q3 2026.
Ehrlich Financial Group sold 295 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $9.9K.
Schwab US Dividend Equity ETF made up 0.86% of Ehrlich Financial Group's portfolio in Q3 2026, its #32 holding.
Ehrlich Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 12 quarters since.
Ehrlich Financial Group's Schwab US Dividend Equity ETF position peaked at $1.98M in Q1 2024.
1,543 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.