HRC Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

HRC Wealth Management’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	$9.02M	Buy	277,145 +2,535	+0.9%	+$85.5K	3.59%	5
2026 Q2	$8.71M	Buy	274,610 +2,196	+0.8%	+$69.7K	3.56%	6
2026 Q1	$8.36M	Buy	272,414 +19,213	+8%	+$583K	3.95%	5
2025 Q4	$6.95M	Buy	253,201 +1,908	+0.8%	+$51.9K	3.33%	6
2025 Q3	$6.86M	Buy	251,293 +2,570	+1%	+$70.1K	3.35%	6
2025 Q2	$6.59M	Buy	248,723 +2,148	+0.9%	+$56.1K	3.51%	5
2025 Q1	$6.89M	Sell	246,575 -11,406	-4%	-$318K	4.28%	4
2024 Q4	$7.05M	Buy	257,981 +2,765	+1%	+$78.6K	4.18%	4
2024 Q3	$7.19M	Buy	255,216 +558	+0.2%	+$15.2K	4.64%	4
2024 Q2	$6.6M	Buy	254,658 +2,163	+0.9%	+$56.3K	4.52%	4
2024 Q1	$6.79M	Buy	252,495 +15,081	+6%	+$390K	4.96%	4
2023 Q4	$6.02M	Buy	+237,414	New	+$5.66M	5.18%	4

Other funds holding SCHD

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

HHM Wealth Advisors Chattanooga, Tennessee $1.06B AUM 17.1% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

HRC Wealth Management's SCHD Position: Q3 2026 in Review

HRC Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.92% in Q3 2026, buying an estimated $85.5K and bringing the position to 277,145 shares worth $9.02M. The position accounts for 3.59% of the portfolio, ranked #5.

HRC Wealth Management first reported a position in SCHD in Q4 2023 and has held it in 12 quarters since. 1,630 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

HRC Wealth Management held 277,145 shares of Schwab US Dividend Equity ETF worth $9.02M as of Q3 2026.
HRC Wealth Management bought 2,535 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $85.5K.
Schwab US Dividend Equity ETF made up 3.59% of HRC Wealth Management's portfolio in Q3 2026, its #5 holding.
HRC Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 12 quarters since.
1,630 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.