Financially Speaking
SCHD icon

Financially Speaking’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financially Speaking’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 		$17.8K Buy
+548
New +$18.5K 0.02% 62
2026
Q2 		– Sell
-11
Closed -$338 – 110
2026
Q1 		$338 Buy
+11
New +$334 ﹤0.01% 98

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Financially Speaking's SCHD Position: Q3 2026 in Review

Financially Speaking opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 548 shares worth $17.8K. The stake represents 0.02% of the portfolio and ranks #62 among its holdings. This is a return to the name: Financially Speaking previously reported a position in SCHD as recently as Q1 2026.

Financially Speaking first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 1,535 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Financially Speaking held 548 shares of Schwab US Dividend Equity ETF worth $17.8K as of Q3 2026.
  • Schwab US Dividend Equity ETF was a new Financially Speaking position in Q3 2026.
  • Schwab US Dividend Equity ETF made up 0.02% of Financially Speaking's portfolio in Q3 2026, its #62 holding.
  • Financially Speaking first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Financially Speaking's 13F filing for Q3 2026, filed 4 Nov 2026.