FD
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Financial Designs’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financial Designs’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 		$1.02M Sell
31,313
-94,381
-75% -$3.18M 0.52% 18
2026
Q2 		$3.99M Buy
125,694
+5,175
+4% +$164K 2.14% 11
2026
Q1 		$3.7M Buy
120,519
+938
+0.8% +$28.5K 2.06% 12
2025
Q4 		$3.28M Buy
119,581
+3,452
+3% +$93.9K 1.86% 12
2025
Q3 		$3.11M Sell
116,129
-2,340
-2% -$63.8K 1.8% 13
2025
Q2 		$3.14M Buy
118,469
+2,310
+2% +$60.3K 1.92% 12
2025
Q1 		$3.25M Buy
116,159
+910
+0.8% +$25.4K 2.26% 11
2024
Q4 		$3.15M Sell
115,249
-4,877
-4% -$139K 2.07% 12
2024
Q3 		$3.38M Sell
120,126
-3,603
-3% -$98.2K 2.18% 12
2024
Q2 		$3.21M Sell
123,729
-1,941
-2% -$50.5K 2.2% 12
2024
Q1 		$3.38M Buy
+125,670
New +$3.25M 2.23% 12
2023
Q4 		– Sell
-11,913
Closed -$281K – 22
2023
Q3 		$281K Buy
+11,913
New +$292K 0.21% 21

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
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 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
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Financial Designs's SCHD Position: Q3 2026 in Review

Financial Designs reduced its Schwab US Dividend Equity ETF (SCHD) stake by 75% in Q3 2026, selling an estimated $3.18M and leaving 31,313 shares worth $1.02M. The position accounts for 0.52% of the portfolio, ranked #18.

Financial Designs first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.99M in Q2 2026. 126 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Financial Designs held 31,313 shares of Schwab US Dividend Equity ETF worth $1.02M as of Q3 2026.
  • Financial Designs sold 94,381 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $3.18M.
  • Schwab US Dividend Equity ETF made up 0.52% of Financial Designs's portfolio in Q3 2026, its #18 holding.
  • Financial Designs first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • Financial Designs's Schwab US Dividend Equity ETF position peaked at $3.99M in Q2 2026.
  • 126 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.