Lodestone Wealth Management
SCHD icon

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

Lodestone 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 		$530K Buy
16,280
+1,603
+11% +$54K 0.18% 113
2026
Q2 		$465K Buy
14,677
+726
+5% +$23K 0.16% 123
2026
Q1 		$428K Buy
13,951
+2,560
+22% +$77.7K 0.17% 116
2025
Q4 		$312K Buy
11,391
+189
+2% +$5.14K 0.13% 136
2025
Q3 		$306K Buy
11,202
+184
+2% +$5.02K 0.14% 138
2025
Q2 		$292K Buy
11,018
+1,664
+18% +$43.5K 0.14% 134
2025
Q1 		$262K Buy
9,354
+1,419
+18% +$39.6K 0.14% 132
2024
Q4 		$217K Sell
7,935
-45
-0.6% -$1.28K 0.11% 145
2024
Q3 		$225K Sell
7,980
-2,355
-23% -$64.2K 0.11% 140
2024
Q2 		$268K Sell
10,335
-5,796
-36% -$151K 0.14% 129
2024
Q1 		$434K Buy
16,131
+423
+3% +$10.9K 0.23% 103
2023
Q4 		$399K Sell
15,708
-1,890
-11% -$45K 0.23% 102
2023
Q3 		$415K Buy
17,598
+156
+0.9% +$3.83K 0.29% 81
2023
Q2 		$422K Buy
17,442
+144
+0.8% +$3.44K 0.29% 83
2023
Q1 		$422K Buy
17,298
+5,469
+46% +$137K 0.33% 78
2022
Q4 		$298K Buy
+11,829
New +$292K 0.24% 96

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 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
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

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

Lodestone Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q3 2026, buying an estimated $54K and bringing the position to 16,280 shares worth $530K. The position accounts for 0.18% of the portfolio, ranked #113.

Lodestone Wealth Management first reported a position in SCHD in Q4 2022 and has held it in 16 quarters since. 1,106 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Lodestone Wealth Management held 16,280 shares of Schwab US Dividend Equity ETF worth $530K as of Q3 2026.
  • Lodestone Wealth Management bought 1,603 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $54K.
  • Schwab US Dividend Equity ETF made up 0.18% of Lodestone Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Lodestone Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,106 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.