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

Moran 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	$14.3M	Buy	438,102 +62,143	+17%	+$2.1M	0.39%	85
2026 Q2	$11.9M	Buy	375,959 +61,514	+20%	+$1.95M	0.33%	103
2026 Q1	$9.6M	Buy	314,445 +102,610	+48%	+$3.11M	0.3%	113
2025 Q4	$5.81M	Buy	211,835 +33,837	+19%	+$920K	0.18%	169
2025 Q3	$4.86M	Buy	177,998 +13,831	+8%	+$377K	0.15%	182
2025 Q2	$4.35M	Buy	164,167 +14,435	+10%	+$377K	0.13%	201
2025 Q1	$4.19M	Sell	149,732 -1,189	-0.8%	-$33.1K	0.14%	200
2024 Q4	$4.12M	Buy	150,921 +44,814	+42%	+$1.27M	0.13%	190
2024 Q3	$2.99M	Sell	106,107 -3,414	-3%	-$93K	0.09%	226
2024 Q2	$2.84M	Sell	109,521 -4,188	-4%	-$109K	0.09%	226
2024 Q1	$3.06M	Sell	113,709 -60,690	-35%	-$1.57M	0.1%	218
2023 Q4	$4.43M	Sell	174,399 -20,634	-11%	-$492K	0.16%	180
2023 Q3	$4.6M	Buy	195,033 +3,774	+2%	+$92.6K	0.18%	158
2023 Q2	$4.63M	Buy	+191,259	New	+$4.57M	0.17%	161

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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

HHM Wealth Advisors Chattanooga, Tennessee $1.06B AUM 17.1% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Moran Wealth Management's SCHD Position: Q3 2026 in Review

Moran Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q3 2026, buying an estimated $2.1M and bringing the position to 438,102 shares worth $14.3M. The position accounts for 0.39% of the portfolio, ranked #85.

Moran Wealth Management first reported a position in SCHD in Q2 2023 and has held it in 14 quarters since. 1,630 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Moran Wealth Management held 438,102 shares of Schwab US Dividend Equity ETF worth $14.3M as of Q3 2026.
Moran Wealth Management bought 62,143 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $2.1M.
Schwab US Dividend Equity ETF made up 0.39% of Moran Wealth Management's portfolio in Q3 2026, its #85 holding.
Moran Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 14 quarters since.
1,630 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.