MHWM
SCHD icon

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

Montz Harcus 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 		$389K Buy
11,951
+1,359
+13% +$45.8K 0.14% 62
2026
Q2 		$336K Buy
+10,592
New +$336K 0.12% 67

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Montz Harcus Wealth Management's SCHD Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q3 2026, buying an estimated $45.8K and bringing the position to 11,951 shares worth $389K. The position accounts for 0.14% of the portfolio, ranked #62.

Montz Harcus Wealth Management first reported a position in SCHD in Q2 2026 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Montz Harcus Wealth Management held 11,951 shares of Schwab US Dividend Equity ETF worth $389K as of Q3 2026.
  • Montz Harcus Wealth Management bought 1,359 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $45.8K.
  • Schwab US Dividend Equity ETF made up 0.14% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Montz Harcus Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.