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

Friday Financial’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	$15.4M	Buy	470,332 +106,524	+29%	+$3.59M	3.04%	9
2026 Q2	$11.8M	Buy	363,808 +32,399	+10%	+$1.03M	3.17%	9
2026 Q1	$10.2M	Buy	331,409 +5,835	+2%	+$177K	3.5%	8
2025 Q4	$8.93M	Buy	325,574 +51,278	+19%	+$1.39M	3.15%	11
2025 Q3	$7.49M	Buy	274,296 +70,808	+35%	+$1.93M	3.14%	11
2025 Q2	$5.39M	Sell	203,488 -5,129	-2%	-$134K	2.74%	11
2025 Q1	$5.81M	Buy	208,617 +10,294	+5%	+$287K	3.48%	10
2024 Q4	$5.42M	Buy	+198,323	New	+$5.64M	3.73%	7

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

Friday Financial's SCHD Position: Q3 2026 in Review

Friday Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 29% in Q3 2026, buying an estimated $3.59M and bringing the position to 470,332 shares worth $15.4M. The position accounts for 3.04% of the portfolio, ranked #9.

Friday Financial first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. 727 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Friday Financial held 470,332 shares of Schwab US Dividend Equity ETF worth $15.4M as of Q3 2026.
Friday Financial bought 106,524 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $3.59M.
Schwab US Dividend Equity ETF made up 3.04% of Friday Financial's portfolio in Q3 2026, its #9 holding.
Friday Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
727 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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