MONECO Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MONECO Advisors’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	$9.5M	Sell	292,572 -5,785	-2%	-$195K	0.56%	39
2026 Q2	$9.46M	Buy	298,357 +25,371	+9%	+$805K	0.58%	40
2026 Q1	$8.38M	Sell	272,986 -55,184	-17%	-$1.67M	0.65%	32
2025 Q4	$9M	Sell	328,170 -38,628	-11%	-$1.05M	0.71%	29
2025 Q3	$10M	Sell	366,798 -21,693	-6%	-$592K	0.84%	23
2025 Q2	$10.3M	Sell	388,491 -22,963	-6%	-$600K	0.96%	21
2025 Q1	$11.5M	Sell	411,454 -6,867	-2%	-$191K	1.19%	20
2024 Q4	$11.4M	Buy	418,321 +2,719	+0.7%	+$77.3K	1.21%	18
2024 Q3	$11.7M	Buy	415,602 +32,850	+9%	+$895K	1.46%	11
2024 Q2	$9.9M	Sell	382,752 -42,837	-10%	-$1.12M	1.46%	11
2024 Q1	$11.4M	Sell	425,589 -33,678	-7%	-$870K	1.82%	7
2023 Q4	$11.7M	Sell	459,267 -7,209	-2%	-$172K	2.22%	5
2023 Q3	$11M	Sell	466,476 -20,286	-4%	-$498K	2.99%	2
2023 Q2	$11.8M	Sell	486,762 -26,457	-5%	-$632K	3.21%	2
2023 Q1	$12.5M	Buy	513,219 +103,719	+25%	+$2.59M	3.68%	2
2022 Q4	$10.3M	Buy	409,500 +124,593	+44%	+$3.08M	3.73%	3
2022 Q3	$6.31M	Buy	284,907 +43,212	+18%	+$1.05M	2.52%	7
2022 Q2	$5.77M	Buy	241,695 +36,033	+18%	+$917K	2.24%	7
2022 Q1	$5.41M	Buy	205,662 +39,930	+24%	+$1.05M	1.99%	9
2021 Q4	$4.36M	Buy	165,732 +70,605	+74%	+$1.83M	1.64%	11
2021 Q3	$2.35M	Buy	95,127 +13,359	+16%	+$340K	0.93%	23
2021 Q2	$2.06M	Buy	81,768 +19,323	+31%	+$488K	0.95%	25
2021 Q1	$1.52M	Buy	62,445 +26,277	+73%	+$598K	0.74%	31
2020 Q4	$800K	Sell	36,168 -1,029	-3%	-$20.9K	0.44%	55
2020 Q3	$686K	Sell	37,197 -24	-0.1%	-$442	0.44%	53
2020 Q2	$642K	Buy	37,221 +360	+1%	+$6.08K	0.5%	52
2020 Q1	$553K	Sell	36,861 -792	-2%	-$14.2K	0.57%	48
2019 Q4	$742K	Buy	37,653 +1,875	+5%	+$35.1K	0.53%	48
2019 Q3	$653K	Buy	35,778 +363	+1%	+$6.5K	0.51%	46
2019 Q2	$626K	Hold	35,415	–	–	0.5%	46
2019 Q1	$617K	Buy	35,415 +207	+0.6%	+$3.48K	0.5%	45
2018 Q4	$551K	Buy	+35,208	New	+$587K	0.64%	37

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

MONECO Advisors's SCHD Position: Q3 2026 in Review

MONECO Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.9% in Q3 2026, selling an estimated $195K and leaving 292,572 shares worth $9.5M. The position accounts for 0.56% of the portfolio, ranked #39.

MONECO Advisors first reported a position in SCHD in Q4 2018 and has held it in 32 quarters since. The position peaked at $12.5M in Q1 2023. 1,445 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

MONECO Advisors held 292,572 shares of Schwab US Dividend Equity ETF worth $9.5M as of Q3 2026.
MONECO Advisors sold 5,785 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $195K.
Schwab US Dividend Equity ETF made up 0.56% of MONECO Advisors's portfolio in Q3 2026, its #39 holding.
MONECO Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 32 quarters since.
MONECO Advisors's Schwab US Dividend Equity ETF position peaked at $12.5M in Q1 2023.
1,445 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.