Lynch & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lynch & Associates’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	$6.01M	Buy	184,645 +13,257	+8%	+$447K	0.86%	37
2026 Q2	$5.43M	Buy	171,388 +3,246	+2%	+$103K	0.95%	33
2026 Q1	$5.16M	Buy	168,142 +5,402	+3%	+$164K	0.97%	33
2025 Q4	$4.46M	Sell	162,740 -1,841	-1%	-$50.1K	0.84%	36
2025 Q3	$4.49M	Buy	164,581 +8,968	+6%	+$245K	0.87%	38
2025 Q2	$4.12M	Buy	155,613 +5,129	+3%	+$134K	0.83%	40
2025 Q1	$4.21M	Buy	150,484 +8,421	+6%	+$235K	0.91%	36
2024 Q4	$3.88M	Buy	142,063 +11,017	+8%	+$313K	0.84%	39
2024 Q3	$3.69M	Buy	131,046 +18,039	+16%	+$491K	0.78%	41
2024 Q2	$2.93M	Buy	113,007 +9,975	+10%	+$260K	0.66%	44
2024 Q1	$2.77M	Buy	103,032 +31,779	+45%	+$821K	0.64%	45
2023 Q4	$1.81M	Buy	71,253 +33,864	+91%	+$807K	0.44%	56
2023 Q3	$882K	Buy	+37,389	New	+$917K	0.23%	69

Other funds holding SCHD

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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

Lynch & Associates's SCHD Position: Q3 2026 in Review

Lynch & Associates increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.7% in Q3 2026, buying an estimated $447K and bringing the position to 184,645 shares worth $6.01M. The position accounts for 0.86% of the portfolio, ranked #37.

Lynch & Associates first reported a position in SCHD in Q3 2023 and has held it in 13 quarters since. 995 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Lynch & Associates held 184,645 shares of Schwab US Dividend Equity ETF worth $6.01M as of Q3 2026.
Lynch & Associates bought 13,257 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $447K.
Schwab US Dividend Equity ETF made up 0.86% of Lynch & Associates's portfolio in Q3 2026, its #37 holding.
Lynch & Associates first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 13 quarters since.
995 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.