Klingman & Associates
SCHD icon

Klingman & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Klingman & Associates’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 		$917K Buy
28,193
+19,119
+211% +$645K 0.04% 159
2026
Q2 		$288K Hold
9,074
– – 0.01% 276
2026
Q1 		$278K Buy
9,074
+72
+0.8% +$2.18K 0.01% 273
2025
Q4 		$247K Sell
9,002
-612
-6% -$16.6K 0.01% 286
2025
Q3 		$262K Sell
9,614
-2,436
-20% -$66.5K 0.01% 279
2025
Q2 		$319K Sell
12,050
-178
-1% -$4.65K 0.02% 235
2025
Q1 		$342K Buy
12,228
+2,844
+30% +$79.3K 0.02% 204
2024
Q4 		$256K Sell
9,384
-78
-0.8% -$2.22K 0.02% 223
2024
Q3 		$267K Hold
9,462
– – 0.02% 227
2024
Q2 		$245K Hold
9,462
– – 0.02% 218
2024
Q1 		$254K Hold
9,462
– – 0.02% 207
2023
Q4 		$240K Hold
9,462
– – 0.02% 209
2023
Q3 		$223K Hold
9,462
– – 0.02% 207
2023
Q2 		$229K Buy
9,462
+87
+0.9% +$2.08K 0.02% 198
2023
Q1 		$229K Buy
9,375
+156
+2% +$3.9K 0.02% 182
2022
Q4 		$232K Buy
+9,219
New +$228K 0.02% 181
2022
Q2 		– Sell
-8,292
Closed -$218K – 206
2022
Q1 		$218K Hold
8,292
– – 0.02% 191
2021
Q4 		$223K Sell
8,292
-6
-0.1% -$156 0.02% 170
2021
Q3 		$205K Hold
8,298
– – 0.02% 170
2021
Q2 		$209K Buy
+8,298
New +$210K 0.02% 157

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Klingman & Associates's SCHD Position: Q3 2026 in Review

Klingman & Associates increased its Schwab US Dividend Equity ETF (SCHD) stake by 211% in Q3 2026, buying an estimated $645K and bringing the position to 28,193 shares worth $917K. The position accounts for 0.04% of the portfolio, ranked #159.

Klingman & Associates first reported a position in SCHD in Q2 2021 and has held it in 20 quarters since. 1,452 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Klingman & Associates held 28,193 shares of Schwab US Dividend Equity ETF worth $917K as of Q3 2026.
  • Klingman & Associates bought 19,119 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $645K.
  • Schwab US Dividend Equity ETF made up 0.04% of Klingman & Associates's portfolio in Q3 2026, its #159 holding.
  • Klingman & Associates first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,452 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.