Flagstar Advisors
SCHD icon

Flagstar Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Flagstar 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 		$496K Buy
15,255
+2,345
+18% +$79.1K 0.15% 126
2026
Q2 		$409K Buy
12,910
+1,658
+15% +$52.6K 0.12% 139
2026
Q1 		$345K Sell
11,252
-410
-4% -$12.4K 0.13% 134
2025
Q4 		$320K Sell
11,662
-10,417
-47% -$283K 0.11% 144
2025
Q3 		$603K Buy
22,079
+10,643
+93% +$290K 0.18% 108
2025
Q2 		$303K Buy
11,436
+506
+5% +$13.2K 0.08% 168
2025
Q1 		$306K Buy
10,930
+68
+0.6% +$1.9K 0.08% 175
2024
Q4 		$297K Buy
10,862
+101
+0.9% +$2.87K 0.07% 178
2024
Q3 		$303K Sell
10,761
-36
-0.3% -$981 0.08% 173
2024
Q2 		$283K Buy
10,797
+1,944
+22% +$50.6K 0.08% 164
2024
Q1 		$238K Sell
8,853
-78
-0.9% -$2.02K 0.07% 176
2023
Q4 		$227K Buy
+8,931
New +$213K 0.07% 167
2022
Q4 		– Sell
-2,133
Closed -$47.3K – 255
2022
Q3 		$47.3K Buy
+2,133
New +$51.8K 0.02% 203

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Keystone Financial Planning
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Flagstar Advisors's SCHD Position: Q3 2026 in Review

Flagstar Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 18% in Q3 2026, buying an estimated $79.1K and bringing the position to 15,255 shares worth $496K. The position accounts for 0.15% of the portfolio, ranked #126.

Flagstar Advisors first reported a position in SCHD in Q3 2022 and has held it in 13 quarters since. The position peaked at $603K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Flagstar Advisors held 15,255 shares of Schwab US Dividend Equity ETF worth $496K as of Q3 2026.
  • Flagstar Advisors bought 2,345 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $79.1K.
  • Schwab US Dividend Equity ETF made up 0.15% of Flagstar Advisors's portfolio in Q3 2026, its #126 holding.
  • Flagstar Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 13 quarters since.
  • Flagstar Advisors's Schwab US Dividend Equity ETF position peaked at $603K in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.