Fifth Third Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fifth Third Wealth 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	$16M	Buy	490,742 +105,969	+28%	+$3.57M	0.42%	45
2026 Q2	$12.2M	Buy	384,773 +152,093	+65%	+$4.83M	0.34%	54
2026 Q1	$7.14M	Sell	232,680 -5,265	-2%	-$160K	0.24%	74
2025 Q4	$6.53M	Buy	237,945 +19,718	+9%	+$536K	0.23%	75
2025 Q3	$5.96M	Sell	218,227 -12,344	-5%	-$337K	0.22%	75
2025 Q2	$6.11M	Sell	230,571 -22,666	-9%	-$592K	0.26%	66
2025 Q1	$7.08M	Buy	253,237 +31,956	+14%	+$891K	0.37%	44
2024 Q4	$6.05M	Buy	221,281 +22,333	+11%	+$635K	0.33%	48
2024 Q3	$5.61M	Buy	198,948 +20,799	+12%	+$567K	0.34%	47
2024 Q2	$4.62M	Buy	178,149 +54,786	+44%	+$1.43M	0.35%	47
2024 Q1	$3.32M	Buy	123,363 +19,863	+19%	+$513K	0.52%	32
2023 Q4	$2.63M	Sell	103,500 -753	-0.7%	-$17.9K	0.85%	24
2023 Q3	$2.46M	Buy	+104,253	New	+$2.56M	0.99%	22

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

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fifth Third Wealth Advisors's SCHD Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 28% in Q3 2026, buying an estimated $3.57M and bringing the position to 490,742 shares worth $16M. The position accounts for 0.42% of the portfolio, ranked #45.

Fifth Third Wealth Advisors first reported a position in SCHD in Q3 2023 and has held it in 13 quarters since. 1,493 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Fifth Third Wealth Advisors held 490,742 shares of Schwab US Dividend Equity ETF worth $16M as of Q3 2026.
Fifth Third Wealth Advisors bought 105,969 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $3.57M.
Schwab US Dividend Equity ETF made up 0.42% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #45 holding.
Fifth Third Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 13 quarters since.
1,493 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.