GoalVest Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

GoalVest Advisory’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	$356K	Hold	10,936	–	–	0.06%	96
2026 Q2	$347K	Sell	10,936 -732	-6%	-$23.2K	0.06%	98
2026 Q1	$358K	Sell	11,668 -1,766	-13%	-$53.6K	0.07%	113
2025 Q4	$368K	Sell	13,434 -1,161	-8%	-$31.6K	0.07%	116
2025 Q3	$398K	Hold	14,595	–	–	0.08%	105
2025 Q2	$387K	Hold	14,595	–	–	0.1%	93
2025 Q1	$408K	Sell	14,595 -429	-3%	-$12K	0.11%	89
2024 Q4	$410K	Hold	15,024	–	–	0.11%	92
2024 Q3	$423K	Hold	15,024	–	–	0.12%	85
2024 Q2	$389K	Hold	15,024	–	–	0.12%	82
2024 Q1	$404K	Buy	15,024 +13,791	+1,118%	+$356K	0.13%	81
2023 Q4	$31.3K	Hold	1,233	–	–	0.01%	176
2023 Q3	$29.1K	Hold	1,233	–	–	0.01%	183
2023 Q2	$29.8K	Hold	1,233	–	–	0.02%	171
2023 Q1	$30.1K	Hold	1,233	–	–	0.02%	144
2022 Q4	$31K	Hold	1,233	–	–	0.02%	134
2022 Q3	$27K	Hold	1,233	–	–	0.02%	137
2022 Q2	$29K	Hold	1,233	–	–	0.02%	196
2022 Q1	$32K	Buy	+1,233	New	+$32.3K	0.02%	175
2021 Q1	–	Sell	-15	Closed	–	–	220
2020 Q4	$0	Buy	+15	New	+$304	﹤0.01%	212

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

BFS

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

GoalVest Advisory's SCHD Position: Q3 2026 in Review

GoalVest Advisory held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 10,936 shares worth $356K. The position accounts for 0.06% of the portfolio, ranked #96.

GoalVest Advisory first reported a position in SCHD in Q4 2020 and has held it in 20 quarters since. The position peaked at $423K in Q3 2024. 95 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

GoalVest Advisory held 10,936 shares of Schwab US Dividend Equity ETF worth $356K as of Q3 2026.
GoalVest Advisory left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
Schwab US Dividend Equity ETF made up 0.06% of GoalVest Advisory's portfolio in Q3 2026, its #96 holding.
GoalVest Advisory first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 20 quarters since.
GoalVest Advisory's Schwab US Dividend Equity ETF position peaked at $423K in Q3 2024.
95 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.