Gen-Wealth Partners
SCHD icon

Gen-Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Gen-Wealth Partners’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 		$30K Sell
923
-67
-7% -$2.26K 0.01% 505
2026
Q2 		$31.4K Buy
990
+923
+1,378% +$29.3K 0.01% 456
2026
Q1 		$2.06K Buy
67
+64
+2,133% +$1.94K ﹤0.01% 642
2025
Q4 		$82 Buy
+3
New +$82 ﹤0.01% 687

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Gen-Wealth Partners's SCHD Position: Q3 2026 in Review

Gen-Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.8% in Q3 2026, selling an estimated $2.26K and leaving 923 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #505.

Gen-Wealth Partners first reported a position in SCHD in Q4 2025 and has held it in 4 quarters since. The position peaked at $31.4K in Q2 2026. 1,534 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Gen-Wealth Partners held 923 shares of Schwab US Dividend Equity ETF worth $30K as of Q3 2026.
  • Gen-Wealth Partners sold 67 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $2.26K.
  • Schwab US Dividend Equity ETF made up 0.01% of Gen-Wealth Partners's portfolio in Q3 2026, its #505 holding.
  • Gen-Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Gen-Wealth Partners's Schwab US Dividend Equity ETF position peaked at $31.4K in Q2 2026.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.