Kure Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Kure Advisory’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	$11.5M	Buy	352,119 +9,132	+3%	+$308K	5.29%	7
2026 Q2	$10.9M	Buy	342,987 +31,103	+10%	+$987K	5.16%	8
2026 Q1	$9.6M	Buy	311,884 +14,248	+5%	+$432K	5.21%	6
2025 Q4	$8.16M	Buy	297,636 +19,818	+7%	+$539K	4.57%	8
2025 Q3	$7.58M	Buy	277,818 +12,300	+5%	+$336K	4.68%	8
2025 Q2	$7.04M	Buy	265,518 +32,601	+14%	+$851K	4.66%	8
2025 Q1	$6.51M	Buy	+232,917	New	+$6.49M	4.92%	6
2024 Q3	$6.45M	Buy	228,987 +8,529	+4%	+$232K	5.78%	5
2024 Q2	$5.71M	Buy	220,458 +8,355	+4%	+$217K	4.69%	7
2024 Q1	$5.7M	Buy	212,103 +13,926	+7%	+$360K	4.87%	7
2023 Q4	$5.03M	Sell	198,177 -4,317	-2%	-$103K	2.61%	11
2023 Q3	$4.78M	Buy	+202,494	New	+$4.97M	2.7%	11

Other funds holding SCHD

KFP

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

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Kure Advisory's SCHD Position: Q3 2026 in Review

Kure Advisory increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.7% in Q3 2026, buying an estimated $308K and bringing the position to 352,119 shares worth $11.5M. The position accounts for 5.29% of the portfolio, ranked #7.

Kure Advisory first reported a position in SCHD in Q3 2023 and has held it in 12 quarters since. 516 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Kure Advisory held 352,119 shares of Schwab US Dividend Equity ETF worth $11.5M as of Q3 2026.
Kure Advisory bought 9,132 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $308K.
Schwab US Dividend Equity ETF made up 5.29% of Kure Advisory's portfolio in Q3 2026, its #7 holding.
Kure Advisory first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
516 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Kure Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.