Emerald Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Emerald Advisors’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	$4.12M	Sell	126,598 -26,870	-18%	-$906K	0.53%	12
2026 Q2	$4.87M	Sell	153,468 -4,120	-3%	-$131K	0.61%	11
2026 Q1	$4.83M	Buy	157,588 +8,035	+5%	+$244K	0.6%	9
2025 Q4	$4.1M	Buy	149,553 +12,103	+9%	+$329K	0.56%	14
2025 Q3	$3.75M	Buy	137,450 +4,843	+4%	+$132K	0.5%	14
2025 Q2	$3.51M	Buy	132,607 +5,975	+5%	+$156K	0.45%	14
2025 Q1	$3.54M	Buy	126,632 +12,694	+11%	+$354K	0.47%	13
2024 Q4	$3.11M	Sell	113,938 -219,995	-66%	-$6.25M	0.43%	14
2024 Q3	$3.21M	Buy	333,933 +227,304	+213%	+$6.19M	0.46%	14
2024 Q2	$2.76M	Buy	106,629 +9,315	+10%	+$242K	0.42%	14
2024 Q1	$2.62M	Buy	97,314 +14,058	+17%	+$363K	0.47%	14
2023 Q4	$2.11M	Sell	83,256 -6,927	-8%	-$165K	0.4%	15
2023 Q3	$2.13M	Buy	90,183 +4,650	+5%	+$114K	0.49%	15
2023 Q2	$2.07M	Buy	85,533 +9,642	+13%	+$230K	0.5%	15
2023 Q1	$1.85M	Buy	75,891 +8,637	+13%	+$216K	0.48%	17
2022 Q4	$1.69M	Buy	67,254 +273	+0.4%	+$6.74K	0.47%	15
2022 Q3	$1.48M	Buy	66,981 +513	+0.8%	+$12.5K	0.43%	17
2022 Q2	$1.59M	Buy	66,468 +1,278	+2%	+$32.5K	0.44%	18
2022 Q1	$1.71M	Buy	65,190 +5,406	+9%	+$142K	0.4%	20
2021 Q4	$1.61M	Sell	59,784 -39,990	-40%	-$1.04M	0.39%	20
2021 Q3	$2.47M	Buy	99,774 +7,701	+8%	+$196K	0.7%	11
2021 Q2	$2.32M	Buy	92,073 +12,972	+16%	+$328K	0.72%	13
2021 Q1	$1.92M	Buy	79,101 +4,056	+5%	+$92.3K	0.7%	14
2020 Q4	$1.6M	Buy	75,045 +3,870	+5%	+$78.5K	0.55%	17
2020 Q3	$1.31M	Buy	71,175 +675	+1%	+$12.4K	0.5%	24
2020 Q2	$1.22M	Buy	70,500 +3,561	+5%	+$60.1K	0.54%	23
2020 Q1	$1.13M	Buy	+66,939	New	+$1.2M	0.51%	22

Other funds holding SCHD

KFP

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

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

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

Emerald Advisors's SCHD Position: Q3 2026 in Review

Emerald Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 18% in Q3 2026, selling an estimated $906K and leaving 126,598 shares worth $4.12M. The position accounts for 0.53% of the portfolio, ranked #12.

Emerald Advisors first reported a position in SCHD in Q1 2020 and has held it in 27 quarters since. The position peaked at $4.87M in Q2 2026. 513 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Emerald Advisors held 126,598 shares of Schwab US Dividend Equity ETF worth $4.12M as of Q3 2026.
Emerald Advisors sold 26,870 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $906K.
Schwab US Dividend Equity ETF made up 0.53% of Emerald Advisors's portfolio in Q3 2026, its #12 holding.
Emerald Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 27 quarters since.
Emerald Advisors's Schwab US Dividend Equity ETF position peaked at $4.87M in Q2 2026.
513 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.