FMA Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

FMA Wealth Management’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	$2.69M	Sell	82,794 -366	-0.4%	-$12.3K	1.7%	18
2026 Q2	$2.64M	Sell	83,160 -7,992	-9%	-$254K	1.69%	19
2026 Q1	$2.8M	Sell	91,152 -3,459	-4%	-$105K	1.86%	19
2025 Q4	$2.6M	Sell	94,611 -4,424	-4%	-$120K	1.68%	19
2025 Q3	$2.7M	Buy	99,035 +2,922	+3%	+$79.7K	1.86%	18
2025 Q2	$2.55M	Buy	96,113 +2,233	+2%	+$58.3K	1.88%	18
2025 Q1	$2.68M	Sell	93,880 -144	-0.2%	-$4.01K	2.06%	17
2024 Q4	$2.57M	Buy	94,024 +676	+0.7%	+$19.2K	1.91%	18
2024 Q3	$2.63M	Buy	93,348 +3,729	+4%	+$102K	1.91%	18
2024 Q2	$2.32M	Buy	89,619 +18	+0%	+$469	1.88%	18
2024 Q1	$2.41M	Buy	89,601 +4,947	+6%	+$128K	2%	17
2023 Q4	$2.15M	Buy	+84,654	New	+$2.02M	1.96%	16

Other funds holding SCHD

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

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

FMA Wealth Management's SCHD Position: Q3 2026 in Review

FMA Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.44% in Q3 2026, selling an estimated $12.3K and leaving 82,794 shares worth $2.69M. The position accounts for 1.7% of the portfolio, ranked #18.

FMA Wealth Management first reported a position in SCHD in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.8M in Q1 2026. 796 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

FMA Wealth Management held 82,794 shares of Schwab US Dividend Equity ETF worth $2.69M as of Q3 2026.
FMA Wealth Management sold 366 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $12.3K.
Schwab US Dividend Equity ETF made up 1.7% of FMA Wealth Management's portfolio in Q3 2026, its #18 holding.
FMA Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 12 quarters since.
FMA Wealth Management's Schwab US Dividend Equity ETF position peaked at $2.8M in Q1 2026.
796 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on FMA Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.