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

Financial Perspectives’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	$3.72M	Buy	114,218 +17,610	+18%	+$594K	0.86%	25
2026 Q2	$3.06M	Buy	96,608 +16,455	+21%	+$522K	0.75%	33
2026 Q1	$2.46M	Buy	80,153 +13,589	+20%	+$412K	0.69%	30
2025 Q4	$1.83M	Buy	66,564 +317	+0.5%	+$8.62K	0.49%	38
2025 Q3	$1.81M	Buy	66,247 +11,990	+22%	+$327K	0.5%	39
2025 Q2	$1.44M	Buy	54,257 +26,072	+93%	+$681K	0.43%	40
2025 Q1	$788K	Buy	28,185 +1,936	+7%	+$54K	0.27%	57
2024 Q4	$717K	Buy	26,249 +6,122	+30%	+$174K	0.24%	61
2024 Q3	$567K	Buy	20,127 +5,124	+34%	+$140K	0.2%	69
2024 Q2	$389K	Buy	15,003 +90	+0.6%	+$2.34K	0.14%	88
2024 Q1	$401K	Buy	14,913 +1,317	+10%	+$34K	0.15%	82
2023 Q4	$345K	Buy	13,596 +2,436	+22%	+$58K	0.14%	90
2023 Q3	$263K	Buy	11,160 +10,305	+1,205%	+$253K	0.12%	102
2023 Q2	$20.7K	Buy	855 +3	+0.4%	+$72	0.01%	362
2023 Q1	$20.7K	Buy	852 +6	+0.7%	+$150	0.01%	355
2022 Q4	$21.3K	Buy	846 +36	+4%	+$889	0.01%	348
2022 Q3	$17.9K	Sell	810 -48	-6%	-$1.17K	0.01%	361
2022 Q2	$20.5K	Sell	858 -861	-50%	-$21.9K	0.01%	345
2022 Q1	$45.2K	Buy	1,719 +3	+0.2%	+$79	0.02%	263
2021 Q4	$46.2K	Buy	1,716 +12	+0.7%	+$312	0.02%	256
2021 Q3	$42.2K	Buy	1,704 +3	+0.2%	+$76	0.02%	255
2021 Q2	$42.9K	Buy	1,701 +3	+0.2%	+$76	0.02%	277
2021 Q1	$41.3K	Sell	1,698 -1,587	-48%	-$36.1K	0.02%	267
2020 Q4	$70.2K	Buy	3,285 +1,752	+114%	+$35.5K	0.04%	191
2020 Q3	$28.3K	Buy	1,533 +495	+48%	+$9.11K	0.02%	250
2020 Q2	$17.9K	Buy	1,038 +165	+19%	+$2.79K	0.01%	290
2020 Q1	$13.1K	Buy	873 +645	+283%	+$11.6K	0.01%	292
2019 Q4	$4.42K	Buy	+228	New	+$4.27K	﹤0.01%	403

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

HHM Wealth Advisors Chattanooga, Tennessee $1.06B AUM 17.1% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Financial Perspectives's SCHD Position: Q3 2026 in Review

Financial Perspectives increased its Schwab US Dividend Equity ETF (SCHD) stake by 18% in Q3 2026, buying an estimated $594K and bringing the position to 114,218 shares worth $3.72M. The position accounts for 0.86% of the portfolio, ranked #25.

Financial Perspectives first reported a position in SCHD in Q4 2019 and has held it in 28 quarters since. 1,630 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Financial Perspectives held 114,218 shares of Schwab US Dividend Equity ETF worth $3.72M as of Q3 2026.
Financial Perspectives bought 17,610 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $594K.
Schwab US Dividend Equity ETF made up 0.86% of Financial Perspectives's portfolio in Q3 2026, its #25 holding.
Financial Perspectives first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 28 quarters since.
1,630 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.