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

Latko 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	$17.4M	Buy	533,654 +151,061	+39%	+$5.09M	7.23%	4
2026 Q2	$12.1M	Buy	382,593 +27,483	+8%	+$872K	5.15%	5
2026 Q1	$10.9M	Sell	355,110 -3,812	-1%	-$116K	5.31%	5
2025 Q4	$9.8M	Sell	358,922 -100,214	-22%	-$2.72M	4.82%	5
2025 Q3	$12.5M	Sell	459,136 -41,733	-8%	-$1.14M	6.36%	4
2025 Q2	$13.3M	Buy	500,869 +35,854	+8%	+$936K	7.46%	4
2025 Q1	$13M	Sell	465,015 -19,264	-4%	-$537K	8.43%	4
2024 Q4	$13.2M	Buy	484,279 +17,884	+4%	+$508K	7.84%	4
2024 Q3	$13.1M	Buy	+466,395	New	+$12.7M	7.97%	4

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

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

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

Latko Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 39% in Q3 2026, buying an estimated $5.09M and bringing the position to 533,654 shares worth $17.4M. The position accounts for 7.23% of the portfolio, ranked #4.

Latko Wealth Management first reported a position in SCHD in Q3 2024 and has held it in 9 quarters since. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Latko Wealth Management held 533,654 shares of Schwab US Dividend Equity ETF worth $17.4M as of Q3 2026.
Latko Wealth Management bought 151,061 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $5.09M.
Schwab US Dividend Equity ETF made up 7.23% of Latko Wealth Management's portfolio in Q3 2026, its #4 holding.
Latko Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 9 quarters since.
2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Latko Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.