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

Nautilus 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	$453K	Buy	13,928 +1,424	+11%	+$48K	0.27%	99
2026 Q2	$405K	Buy	12,504 +3,152	+34%	+$100K	0.24%	109
2026 Q1	$287K	Buy	9,352 +44	+0.5%	+$1.33K	0.2%	131
2025 Q4	$255K	Sell	9,308 -72	-0.8%	-$1.96K	0.17%	147
2025 Q3	$256K	Sell	9,380 -324	-3%	-$8.84K	0.17%	145
2025 Q2	$257K	Sell	9,704 -222	-2%	-$5.8K	0.19%	141
2025 Q1	$278K	Sell	9,926 -12	-0.1%	-$335	0.23%	120
2024 Q4	$271K	Buy	+9,938	New	+$283K	0.22%	123

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

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

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Nautilus Advisors's SCHD Position: Q3 2026 in Review

Nautilus Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q3 2026, buying an estimated $48K and bringing the position to 13,928 shares worth $453K. The position accounts for 0.27% of the portfolio, ranked #99.

Nautilus Advisors first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. 83 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Nautilus Advisors held 13,928 shares of Schwab US Dividend Equity ETF worth $453K as of Q3 2026.
Nautilus Advisors bought 1,424 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $48K.
Schwab US Dividend Equity ETF made up 0.27% of Nautilus Advisors's portfolio in Q3 2026, its #99 holding.
Nautilus Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
83 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.