LexAurum Advisors
SCHD icon

LexAurum Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

LexAurum Advisors’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 		$1.79M Buy
54,916
+1,583
+3% +$53.4K 0.2% 95
2026
Q2 		$1.69M Buy
53,333
+8,551
+19% +$271K 0.2% 94
2026
Q1 		$1.37M Buy
+44,782
New +$1.36M 0.18% 107
2025
Q2 		– Sell
-172,941
Closed -$4.84M – 367
2025
Q1 		$4.84M Buy
172,941
+3,814
+2% +$106K 0.93% 28
2024
Q4 		$4.62M Sell
169,127
-69,793
-29% -$1.98M 0.92% 31
2024
Q3 		$6.73M Buy
238,920
+5,094
+2% +$139K 1.48% 15
2024
Q2 		$6.06M Buy
233,826
+14,079
+6% +$366K 1.48% 17
2024
Q1 		$5.91M Buy
219,747
+17,262
+9% +$446K 1.48% 16
2023
Q4 		$5.14M Buy
202,485
+12,195
+6% +$291K 1.35% 18
2023
Q3 		$4.49M Buy
190,290
+11,298
+6% +$277K 1.31% 17
2023
Q2 		$4.33M Buy
178,992
+7,041
+4% +$168K 1.3% 19
2023
Q1 		$4.19M Buy
171,951
+52,590
+44% +$1.31M 1.39% 18
2022
Q4 		$3.01M Buy
119,361
+3,147
+3% +$77.7K 1.08% 20
2022
Q3 		$2.57M Buy
116,214
+12,075
+12% +$293K 0.99% 23
2022
Q2 		$2.49M Buy
104,139
+24,369
+31% +$620K 0.93% 22
2022
Q1 		$2.1M Buy
79,770
+9,669
+14% +$253K 0.68% 31
2021
Q4 		$1.89M Buy
70,101
+43,398
+163% +$1.13M 0.61% 35
2021
Q3 		$661K Buy
+26,703
New +$679K 0.2% 132

Other funds holding SCHD

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LexAurum Advisors's SCHD Position: Q3 2026 in Review

LexAurum Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 3% in Q3 2026, buying an estimated $53.4K and bringing the position to 54,916 shares worth $1.79M. The position accounts for 0.2% of the portfolio, ranked #95.

LexAurum Advisors first reported a position in SCHD in Q3 2021 and has held it in 18 quarters since. The position peaked at $6.73M in Q3 2024. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • LexAurum Advisors held 54,916 shares of Schwab US Dividend Equity ETF worth $1.79M as of Q3 2026.
  • LexAurum Advisors bought 1,583 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $53.4K.
  • Schwab US Dividend Equity ETF made up 0.2% of LexAurum Advisors's portfolio in Q3 2026, its #95 holding.
  • LexAurum Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and has held it in 18 quarters since.
  • LexAurum Advisors's Schwab US Dividend Equity ETF position peaked at $6.73M in Q3 2024.
  • 2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.