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FC Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

FC Advisory’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 		$626K Buy
19,234
+336
+2% +$11.3K 0.16% 73
2026
Q2 		$599K Buy
18,898
+42
+0.2% +$1.33K 0.16% 75
2026
Q1 		$578K Buy
18,856
+316
+2% +$9.59K 0.17% 75
2025
Q4 		$509K Sell
18,540
-2,231
-11% -$60.7K 0.15% 79
2025
Q3 		$567K Buy
20,771
+254
+1% +$6.93K 0.17% 74
2025
Q2 		$544K Buy
20,517
+52
+0.3% +$1.36K 0.17% 77
2025
Q1 		$572K Buy
20,465
+273
+1% +$7.61K 0.19% 68
2024
Q4 		$552K Buy
20,192
+155
+0.8% +$4.41K 0.18% 69
2024
Q3 		$565K Buy
20,037
+321
+2% +$8.74K 0.19% 69
2024
Q2 		$511K Buy
19,716
+2,517
+15% +$65.5K 0.19% 67
2024
Q1 		$462K Sell
17,199
-3,498
-17% -$90.4K 0.17% 71
2023
Q4 		$525K Sell
20,697
-267
-1% -$6.36K 0.2% 64
2023
Q3 		$494K Buy
20,964
+444
+2% +$10.9K 0.21% 62
2023
Q2 		$497K Buy
20,520
+2,046
+11% +$48.9K 0.2% 60
2023
Q1 		$451K Sell
18,474
-414
-2% -$10.3K 0.2% 63
2022
Q4 		$476K Buy
18,888
+120
+0.6% +$2.96K 0.22% 56
2022
Q3 		$416K Sell
18,768
-4,242
-18% -$103K 0.21% 57
2022
Q2 		$549K Buy
23,010
+12,108
+111% +$308K 0.26% 49
2022
Q1 		$287K Buy
+10,902
New +$285K 0.12% 65

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

FC Advisory's SCHD Position: Q3 2026 in Review

FC Advisory increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.8% in Q3 2026, buying an estimated $11.3K and bringing the position to 19,234 shares worth $626K. The position accounts for 0.16% of the portfolio, ranked #73.

FC Advisory first reported a position in SCHD in Q1 2022 and has held it in 19 quarters since. 83 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • FC Advisory held 19,234 shares of Schwab US Dividend Equity ETF worth $626K as of Q3 2026.
  • FC Advisory bought 336 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $11.3K.
  • Schwab US Dividend Equity ETF made up 0.16% of FC Advisory's portfolio in Q3 2026, its #73 holding.
  • FC Advisory first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 19 quarters since.
  • 83 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.