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

HBW Advisory Services’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	$8.75M	Sell	269,029 -63,801	-19%	-$2.15M	0.87%	24
2026 Q2	$10.6M	Buy	332,830 +892	+0.3%	+$28.3K	0.95%	24
2026 Q1	$10.2M	Buy	331,938 +3,902	+1%	+$118K	1.07%	18
2025 Q4	$9M	Sell	328,036 -9,821	-3%	-$267K	0.98%	24
2025 Q3	$9.22M	Buy	337,857 +10,795	+3%	+$295K	1.04%	19
2025 Q2	$8.67M	Buy	327,062 +27,549	+9%	+$719K	1.07%	18
2025 Q1	$8.37M	Buy	299,513 +364	+0.1%	+$10.1K	1.19%	17
2024 Q4	$8.17M	Sell	299,149 -4,763	-2%	-$135K	0.84%	18
2024 Q3	$8.56M	Sell	303,912 -16,476	-5%	-$449K	1.25%	15
2024 Q2	$8.3M	Buy	320,388 +17,232	+6%	+$449K	1.38%	10
2024 Q1	$7.69M	Hold	303,156	–	–	1.44%	10
2023 Q4	$7.69M	Sell	303,156 -939	-0.3%	-$22.4K	1.44%	10
2023 Q3	$7.17M	Buy	304,095 +43,872	+17%	+$1.08M	1.5%	8
2023 Q2	$6.3M	Buy	260,223 +32,637	+14%	+$780K	1.37%	11
2023 Q1	$5.55M	Buy	227,586 +18,393	+9%	+$460K	1.38%	10
2022 Q4	$5.27M	Buy	209,193 +30,810	+17%	+$760K	1.39%	11
2022 Q3	$3.95M	Buy	178,383 +4,194	+2%	+$102K	1.1%	24
2022 Q2	$4.16M	Buy	174,189 +121,962	+234%	+$3.1M	1.07%	23
2022 Q1	$1.37M	Buy	52,227 +6,504	+14%	+$170K	0.48%	68
2021 Q4	$1.23M	Buy	45,723 +33,090	+262%	+$860K	0.29%	88
2021 Q3	$313K	Sell	12,633 -966	-7%	-$24.6K	0.08%	199
2021 Q2	$343K	Buy	+13,599	New	+$343K	0.09%	179

Other funds holding SCHD

KFP

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

HFS

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

SIG

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

SCA

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 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

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

HBW Advisory Services's SCHD Position: Q3 2026 in Review

HBW Advisory Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 19% in Q3 2026, selling an estimated $2.15M and leaving 269,029 shares worth $8.75M. The position accounts for 0.87% of the portfolio, ranked #24.

HBW Advisory Services first reported a position in SCHD in Q2 2021 and has held it in 22 quarters since. The position peaked at $10.6M in Q2 2026. 363 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

HBW Advisory Services held 269,029 shares of Schwab US Dividend Equity ETF worth $8.75M as of Q3 2026.
HBW Advisory Services sold 63,801 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $2.15M.
Schwab US Dividend Equity ETF made up 0.87% of HBW Advisory Services's portfolio in Q3 2026, its #24 holding.
HBW Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 22 quarters since.
HBW Advisory Services's Schwab US Dividend Equity ETF position peaked at $10.6M in Q2 2026.
363 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.