Navalign LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Navalign LLC’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	–	Sell	-290,110	Closed	-$9.2M	–	131
2026 Q2	$9.2M	Sell	290,110 -244	-0.1%	-$7.74K	2.14%	14
2026 Q1	$8.91M	Sell	290,354 -348	-0.1%	-$10.6K	2.25%	12
2025 Q4	$7.97M	Buy	290,702 +18,127	+7%	+$493K	1.96%	14
2025 Q3	$7.44M	Buy	272,575 +5,867	+2%	+$160K	1.96%	15
2025 Q2	$7.07M	Buy	266,708 +11,014	+4%	+$288K	1.95%	15
2025 Q1	$7.15M	Sell	255,694 -6,542	-2%	-$182K	2.04%	12
2024 Q4	$7.16M	Buy	262,236 +15,849	+6%	+$451K	2.11%	12
2024 Q3	$6.94M	Buy	+246,387	New	+$6.71M	2.04%	14

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

Navalign LLC's SCHD Position: Q3 2026 in Review

Navalign LLC sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2026, closing a stake of 290,110 shares — an estimated $9.2M sold.

Navalign LLC first reported a position in SCHD in Q3 2024 and held it in 8 quarters. The position peaked at $9.2M in Q2 2026. 1,630 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Navalign LLC reported no remaining Schwab US Dividend Equity ETF position as of Q3 2026 after selling out during the quarter.
Navalign LLC sold 290,110 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $9.2M.
Navalign LLC first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and held it in 8 quarters.
Navalign LLC's Schwab US Dividend Equity ETF position peaked at $9.2M in Q2 2026.
1,630 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.