McDonald Partners
SCHD icon

McDonald Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

McDonald Partners’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 		$140K Hold
4,300
– – 0.03% 239
2026
Q2 		$136K Buy
+4,300
New +$136K 0.03% 245
2022
Q1 		– Sell
-62,166
Closed -$1.67M – 606
2021
Q4 		$1.67M Buy
+62,166
New +$1.62M 1.55% 20

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McDonald Partners's SCHD Position: Q3 2026 in Review

McDonald Partners held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 4,300 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #239.

McDonald Partners first reported a position in SCHD in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.67M in Q4 2021. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • McDonald Partners held 4,300 shares of Schwab US Dividend Equity ETF worth $140K as of Q3 2026.
  • McDonald Partners left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
  • Schwab US Dividend Equity ETF made up 0.03% of McDonald Partners's portfolio in Q3 2026, its #239 holding.
  • McDonald Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 3 quarters since.
  • McDonald Partners's Schwab US Dividend Equity ETF position peaked at $1.67M in Q4 2021.
  • 2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.