General Partner Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

General Partner Inc’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	$3.9K	Hold	120	–	–	﹤0.01%	163
2026 Q2	$3.8K	Hold	120	–	–	﹤0.01%	165
2026 Q1	$3.68K	Hold	120	–	–	﹤0.01%	161
2025 Q4	$3.29K	Hold	120	–	–	﹤0.01%	166
2025 Q3	$3.28K	Hold	120	–	–	﹤0.01%	167
2025 Q2	$3.18K	Hold	120	–	–	﹤0.01%	171
2025 Q1	$3.36K	Hold	120	–	–	﹤0.01%	173
2024 Q4	$3.28K	Buy	+120	New	+$3.41K	﹤0.01%	171

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

General Partner Inc's SCHD Position: Q3 2026 in Review

General Partner Inc held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 120 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

General Partner Inc first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. 796 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

General Partner Inc held 120 shares of Schwab US Dividend Equity ETF worth $3.9K as of Q3 2026.
General Partner Inc left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of General Partner Inc's portfolio in Q3 2026, its #163 holding.
General Partner Inc first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
796 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on General Partner Inc's 13F filing for Q3 2026, filed 5 Oct 2026.