MYeCFO
SCHD icon

MYeCFO’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MYeCFO’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 		$2.99M Sell
92,022
-133
-0.1% -$4.48K 1.12% 20
2026
Q2 		$2.92M Sell
92,155
-3,137
-3% -$100K 1.1% 18
2026
Q1 		$2.92M Buy
95,292
+6,107
+7% +$185K 1.22% 16
2025
Q4 		$2.45M Buy
89,185
+2,258
+3% +$61.4K 1.04% 18
2025
Q3 		$2.37M Buy
86,927
+1,936
+2% +$52.8K 1.08% 19
2025
Q2 		$2.25M Buy
84,991
+572
+0.7% +$14.9K 1.1% 17
2025
Q1 		$2.36M Buy
84,419
+4,741
+6% +$132K 1.25% 17
2024
Q4 		$2.18M Buy
79,678
+1,099
+1% +$31.2K 1.17% 18
2024
Q3 		$2.21M Buy
78,579
+4,281
+6% +$117K 1.2% 17
2024
Q2 		$1.93M Buy
74,298
+3,912
+6% +$102K 1.11% 20
2024
Q1 		$1.89M Sell
70,386
-1,746
-2% -$45.1K 1.11% 19
2023
Q4 		$1.83M Buy
72,132
+744
+1% +$17.7K 1.15% 17
2023
Q3 		$1.71M Buy
71,388
+6,138
+9% +$151K 1.19% 18
2023
Q2 		$1.58M Sell
65,250
-11,814
-15% -$282K 1.15% 17
2023
Q1 		$1.88M Buy
77,064
+18,888
+32% +$472K 1.41% 16
2022
Q4 		$1.46M Buy
+58,176
New +$1.44M 1.2% 15

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

MYeCFO's SCHD Position: Q3 2026 in Review

MYeCFO reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.14% in Q3 2026, selling an estimated $4.48K and leaving 92,022 shares worth $2.99M. The position accounts for 1.12% of the portfolio, ranked #20.

MYeCFO first reported a position in SCHD in Q4 2022 and has held it in 16 quarters since. 1,128 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • MYeCFO held 92,022 shares of Schwab US Dividend Equity ETF worth $2.99M as of Q3 2026.
  • MYeCFO sold 133 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $4.48K.
  • Schwab US Dividend Equity ETF made up 1.12% of MYeCFO's portfolio in Q3 2026, its #20 holding.
  • MYeCFO first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.