HMV Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

HMV Wealth Advisors’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	$263K	Hold	8,077	–	–	0.1%	80
2026 Q2	$256K	Hold	8,077	–	–	0.1%	83
2026 Q1	$248K	Sell	8,077 -600	-7%	-$18.2K	0.12%	76
2025 Q4	$238K	Hold	8,677	–	–	0.12%	77
2025 Q3	$237K	Hold	8,677	–	–	0.13%	78
2025 Q2	$230K	Hold	8,677	–	–	0.15%	73
2025 Q1	$243K	Sell	8,677 -750	-8%	-$20.9K	0.19%	74
2024 Q4	$258K	Buy	+9,427	New	+$268K	0.26%	72

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

HMV Wealth Advisors's SCHD Position: Q3 2026 in Review

HMV Wealth Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 8,077 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #80.

HMV Wealth Advisors first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

HMV Wealth Advisors held 8,077 shares of Schwab US Dividend Equity ETF worth $263K as of Q3 2026.
HMV Wealth Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
Schwab US Dividend Equity ETF made up 0.1% of HMV Wealth Advisors's portfolio in Q3 2026, its #80 holding.
HMV Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.