Lyell Wealth Management
SCHD icon

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

Lyell 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 		$775K Buy
23,831
+1,001
+4% +$33.7K 0.05% 142
2026
Q2 		$724K Buy
22,830
+101
+0.4% +$3.2K 0.04% 143
2026
Q1 		$697K Hold
22,729
– – 0.05% 131
2025
Q4 		$623K Sell
22,729
-600
-3% -$16.3K 0.05% 134
2025
Q3 		$637K Buy
23,329
+150
+0.6% +$4.09K 0.05% 139
2025
Q2 		$614K Sell
23,179
-1,200
-5% -$31.3K 0.05% 142
2025
Q1 		$682K Sell
24,379
-1,648
-6% -$45.9K 0.06% 131
2024
Q4 		$711K Sell
26,027
-2,503
-9% -$71.2K 0.06% 128
2024
Q3 		$804K Sell
28,530
-1,275
-4% -$34.7K 0.07% 128
2024
Q2 		$773K Sell
29,805
-2,730
-8% -$71.1K 0.07% 119
2024
Q1 		$874K Buy
32,535
+9,921
+44% +$256K 0.09% 115
2023
Q4 		$574K Buy
22,614
+4,473
+25% +$107K 0.07% 130
2023
Q3 		$428K Sell
18,141
-2,283
-11% -$56K 0.06% 132
2023
Q2 		$494K Buy
20,424
+111
+0.5% +$2.65K 0.06% 133
2023
Q1 		$495K Buy
20,313
+1,041
+5% +$26K 0.07% 138
2022
Q4 		$485K Buy
19,272
+39
+0.2% +$963 0.08% 135
2022
Q3 		$426K Buy
19,233
+2,739
+17% +$66.5K 0.07% 134
2022
Q2 		$394K Buy
16,494
+111
+0.7% +$2.82K 0.06% 146
2022
Q1 		$431K Sell
16,383
-2,547
-13% -$66.7K 0.06% 145
2021
Q4 		$510K Buy
+18,930
New +$492K 0.06% 135

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 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
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
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

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

Lyell Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.4% in Q3 2026, buying an estimated $33.7K and bringing the position to 23,831 shares worth $775K. The position accounts for 0.05% of the portfolio, ranked #142.

Lyell Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 20 quarters since. The position peaked at $874K in Q1 2024. 1,084 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Lyell Wealth Management held 23,831 shares of Schwab US Dividend Equity ETF worth $775K as of Q3 2026.
  • Lyell Wealth Management bought 1,001 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $33.7K.
  • Schwab US Dividend Equity ETF made up 0.05% of Lyell Wealth Management's portfolio in Q3 2026, its #142 holding.
  • Lyell Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • Lyell Wealth Management's Schwab US Dividend Equity ETF position peaked at $874K in Q1 2024.
  • 1,084 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.