Glenview Trust
SCHD icon

Glenview Trust’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Glenview Trust’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 		$307K Buy
+9,429
New +$318K ﹤0.01% 449
2025
Q2 		– Sell
-7,531
Closed -$211K – 513
2025
Q1 		$211K Sell
7,531
-2,957
-28% -$82.4K ﹤0.01% 460
2024
Q4 		$287K Sell
10,488
-648
-6% -$18.4K 0.01% 422
2024
Q3 		$314K Buy
+11,136
New +$303K 0.01% 406

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Commonwealth Equity Services
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Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Glenview Trust's SCHD Position: Q3 2026 in Review

Glenview Trust opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 9,429 shares worth $307K. The stake represents ﹤0.01% of the portfolio and ranks #449 among its holdings. This is a return to the name: Glenview Trust previously reported a position in SCHD as recently as Q1 2025.

Glenview Trust first reported a position in SCHD in Q3 2024 and has held it in 4 quarters since. The position peaked at $314K in Q3 2024. 1,418 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Glenview Trust held 9,429 shares of Schwab US Dividend Equity ETF worth $307K as of Q3 2026.
  • Schwab US Dividend Equity ETF was a new Glenview Trust position in Q3 2026.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Glenview Trust's portfolio in Q3 2026, its #449 holding.
  • Glenview Trust first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 4 quarters since.
  • Glenview Trust's Schwab US Dividend Equity ETF position peaked at $314K in Q3 2024.
  • 1,418 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Glenview Trust's 13F filing for Q3 2026, filed 28 Oct 2026.