Intrinsic Value Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Intrinsic Value 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	$250K	Buy	+7,700	New	+$260K	0.17%	69

Other funds holding SCHD

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LPL Financial San Diego, California $468B AUM 17.69% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Intrinsic Value Partners's SCHD Position: Q3 2026 in Review

Intrinsic Value Partners opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 7,700 shares worth $250K. The stake represents 0.17% of the portfolio and ranks #69 among its holdings.

1,535 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Intrinsic Value Partners held 7,700 shares of Schwab US Dividend Equity ETF worth $250K as of Q3 2026.
Schwab US Dividend Equity ETF was a new Intrinsic Value Partners position in Q3 2026.
Schwab US Dividend Equity ETF made up 0.17% of Intrinsic Value Partners's portfolio in Q3 2026, its #69 holding.
1,535 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Intrinsic Value Partners's 13F filing for Q3 2026, filed 9 Nov 2026.