Howard Financial Services
SCHD icon

Howard Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Howard Financial 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 		$63.8M Buy
1,962,559
+58,886
+3% +$1.99M 6.69% 2
2026
Q2 		$60.4M Sell
1,903,673
-41,619
-2% -$1.32M 6.51% 2
2026
Q1 		$59.7M Sell
1,945,292
-10,245
-0.5% -$311K 6.72% 2
2025
Q4 		$53.6M Sell
1,955,537
-34,712
-2% -$944K 6.27% 2
2025
Q3 		$54.3M Sell
1,990,249
-41,824
-2% -$1.14M 6.65% 2
2025
Q2 		$53.8M Sell
2,032,073
-41,027
-2% -$1.07M 7.08% 2
2025
Q1 		$58M Buy
2,073,100
+51,341
+3% +$1.43M 7.89% 2
2024
Q4 		$55.2M Buy
2,021,759
+50,015
+3% +$1.42M 7.51% 2
2024
Q3 		$55.6M Buy
1,971,744
+86,619
+5% +$2.36M 8.02% 2
2024
Q2 		$48.9M Buy
1,885,125
+78,384
+4% +$2.04M 8.01% 2
2024
Q1 		$48.6M Sell
1,806,741
-15,999
-0.9% -$413K 8.36% 2
2023
Q4 		$46.3M Sell
1,822,740
-31,023
-2% -$739K 8.92% 2
2023
Q3 		$43.7M Buy
1,853,763
+37,536
+2% +$921K 10.02% 2
2023
Q2 		$44M Sell
1,816,227
-52,641
-3% -$1.26M 10.49% 2
2023
Q1 		$45.6M Sell
1,868,868
-15,918
-0.8% -$398K 11.1% 1
2022
Q4 		$47.5M Buy
1,884,786
+60,978
+3% +$1.51M 12.47% 1
2022
Q3 		$40.4M Sell
1,823,808
-28,497
-2% -$692K 13.09% 1
2022
Q2 		$44.2M Buy
1,852,305
+34,146
+2% +$869K 15.02% 1
2022
Q1 		$47.8M Buy
1,818,159
+195,393
+12% +$5.12M 14.16% 2
2021
Q4 		$43.7M Buy
1,622,766
+114,828
+8% +$2.98M 13.11% 3
2021
Q3 		$37.3M Buy
1,507,938
+76,887
+5% +$1.95M 13.99% 3
2021
Q2 		$36.1M Buy
1,431,051
+112,563
+9% +$2.84M 14.14% 1
2021
Q1 		$32M Buy
1,318,488
+143,184
+12% +$3.26M 14.39% 1
2020
Q4 		$25.1M Buy
1,175,304
+68,316
+6% +$1.39M 13.24% 1
2020
Q3 		$20.4M Buy
1,106,988
+6,753
+0.6% +$124K 13.19% 1
2020
Q2 		$19M Sell
1,100,235
-36,759
-3% -$621K 13.48% 1
2020
Q1 		$17M Buy
1,136,994
+322,140
+40% +$5.78M 15.08% 2
2019
Q4 		$15.7M Buy
814,854
+183,699
+29% +$3.44M 9.67% 2
2019
Q3 		$11.5M Buy
631,155
+211,149
+50% +$3.78M 7.63% 2
2019
Q2 		$7.43M Buy
420,006
+149,079
+55% +$2.62M 5.08% 5
2019
Q1 		$4.72M Buy
270,927
+57,015
+27% +$959K 3.35% 9
2018
Q4 		$3.35M Buy
+213,912
New +$3.57M 2.57% 10

Other funds holding SCHD

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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

Howard Financial Services's SCHD Position: Q3 2026 in Review

Howard Financial Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.1% in Q3 2026, buying an estimated $1.99M and bringing the position to 1,962,559 shares worth $63.8M. The position accounts for 6.69% of the portfolio, ranked #2.

Howard Financial Services first reported a position in SCHD in Q4 2018 and has held it in 32 quarters since. 1,079 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Howard Financial Services held 1,962,559 shares of Schwab US Dividend Equity ETF worth $63.8M as of Q3 2026.
  • Howard Financial Services bought 58,886 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $1.99M.
  • Schwab US Dividend Equity ETF made up 6.69% of Howard Financial Services's portfolio in Q3 2026, its #2 holding.
  • Howard Financial Services first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 32 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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