Insight Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Insight Wealth Partners’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	$1.23M	Buy	37,788 +1,078	+3%	+$36.3K	0.16%	54
2026 Q2	$1.16M	Sell	36,710 -507	-1%	-$16.1K	0.16%	54
2026 Q1	$1.14M	Sell	37,217 -606	-2%	-$18.4K	0.16%	48
2025 Q4	$1.04M	Buy	37,823 +536	+1%	+$14.6K	0.14%	48
2025 Q3	$1.02M	Buy	37,287 +1,403	+4%	+$38.3K	0.31%	45
2025 Q2	$951K	Buy	35,884 +5,406	+18%	+$141K	0.37%	44
2025 Q1	$852K	Sell	30,478 -2,014	-6%	-$56.1K	0.14%	48
2024 Q4	$888K	Sell	32,492 -4,915	-13%	-$140K	0.12%	44
2024 Q3	$1.05M	Buy	37,407 +4,872	+15%	+$133K	0.21%	41
2024 Q2	$843K	Buy	32,535 +4,113	+14%	+$107K	0.15%	38
2024 Q1	$764K	Buy	28,422 +9,276	+48%	+$240K	0.13%	42
2023 Q4	$486K	Buy	19,146 +4,806	+34%	+$115K	0.08%	54
2023 Q3	$338K	Hold	14,340	–	–	0.07%	56
2023 Q2	$347K	Hold	14,340	–	–	0.08%	57
2023 Q1	$350K	Hold	14,340	–	–	0.08%	46
2022 Q4	$361K	Hold	14,340	–	–	0.27%	39
2022 Q3	$318K	Hold	14,340	–	–	0.3%	44
2022 Q2	$342K	Hold	14,340	–	–	0.26%	43
2022 Q1	$377K	Hold	14,340	–	–	0.21%	47
2021 Q4	$386K	Hold	14,340	–	–	0.07%	57
2021 Q3	$355K	Hold	14,340	–	–	0.19%	45
2021 Q2	$361K	Sell	14,340 -390	-3%	-$9.8K	0.19%	43
2021 Q1	$358K	Buy	+14,730	New	+$335K	0.18%	41

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

Insight Wealth Partners's SCHD Position: Q3 2026 in Review

Insight Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.9% in Q3 2026, buying an estimated $36.3K and bringing the position to 37,788 shares worth $1.23M. The position accounts for 0.16% of the portfolio, ranked #54.

Insight Wealth Partners first reported a position in SCHD in Q1 2021 and has held it in 23 quarters since. 1,630 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Insight Wealth Partners held 37,788 shares of Schwab US Dividend Equity ETF worth $1.23M as of Q3 2026.
Insight Wealth Partners bought 1,078 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $36.3K.
Schwab US Dividend Equity ETF made up 0.16% of Insight Wealth Partners's portfolio in Q3 2026, its #54 holding.
Insight Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 23 quarters since.
1,630 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.