Holos Integrated Wealth
SCHD icon

Holos Integrated Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Holos Integrated Wealth’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 		$6.97M Buy
203,528
+8,030
+4% +$271K 3.13% 8
2026
Q2 		$6.36M Sell
195,498
-6,001
-3% -$190K 2.97% 10
2026
Q1 		$6.16M Sell
201,499
-670
-0.3% -$20.3K 3.12% 8
2025
Q4 		$5.61M Buy
202,169
+48,067
+31% +$1.31M 3.13% 11
2025
Q3 		$4.09M Buy
154,102
+1,987
+1% +$54.2K 2.41% 15
2025
Q2 		$4.09M Buy
152,115
+380
+0.3% +$9.9K 2.46% 15
2025
Q1 		$4.24M Sell
151,735
-4,430
-3% -$123K 2.78% 14
2024
Q4 		$4.27M Buy
+156,165
New +$4.44M 2.92% 12

Other funds holding SCHD

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
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
Burkett Financial Services
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Holos Integrated Wealth's SCHD Position: Q3 2026 in Review

Holos Integrated Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.1% in Q3 2026, buying an estimated $271K and bringing the position to 203,528 shares worth $6.97M. The position accounts for 3.13% of the portfolio, ranked #8.

Holos Integrated Wealth first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. 775 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Holos Integrated Wealth held 203,528 shares of Schwab US Dividend Equity ETF worth $6.97M as of Q3 2026.
  • Holos Integrated Wealth bought 8,030 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $271K.
  • Schwab US Dividend Equity ETF made up 3.13% of Holos Integrated Wealth's portfolio in Q3 2026, its #8 holding.
  • Holos Integrated Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • 775 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.