Meriwether Wealth & Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Meriwether Wealth & Planning’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	$604K	Sell	18,581 -460	-2%	-$15.5K	0.27%	60
2026 Q2	$604K	Buy	19,041 +131	+0.7%	+$4.16K	0.3%	59
2026 Q1	$580K	Sell	18,910 -2,987	-14%	-$90.6K	0.32%	54
2025 Q4	$601K	Sell	21,897 -3,552	-14%	-$96.6K	0.34%	58
2025 Q3	$695K	Sell	25,449 -9,912	-28%	-$270K	0.4%	47
2025 Q2	$937K	Sell	35,361 -9,784	-22%	-$256K	0.59%	32
2025 Q1	$1.26M	Buy	45,145 +4,456	+11%	+$124K	0.82%	25
2024 Q4	$1.11M	Buy	+40,689	New	+$1.16M	0.79%	26

Other funds holding SCHD

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

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Meriwether Wealth & Planning's SCHD Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.4% in Q3 2026, selling an estimated $15.5K and leaving 18,581 shares worth $604K. The position accounts for 0.27% of the portfolio, ranked #60.

Meriwether Wealth & Planning first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q1 2025. 724 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Meriwether Wealth & Planning held 18,581 shares of Schwab US Dividend Equity ETF worth $604K as of Q3 2026.
Meriwether Wealth & Planning sold 460 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $15.5K.
Schwab US Dividend Equity ETF made up 0.27% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #60 holding.
Meriwether Wealth & Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Schwab US Dividend Equity ETF position peaked at $1.26M in Q1 2025.
724 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.