NerdWallet Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

NerdWallet Wealth Partners’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	$254K	Buy	+7,800	New	+$263K	0.08%	61

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

NerdWallet Wealth Partners's SCHD Position: Q3 2026 in Review

NerdWallet Wealth Partners opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 7,800 shares worth $254K. The stake represents 0.08% of the portfolio and ranks #61 among its holdings.

1,839 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

NerdWallet Wealth Partners held 7,800 shares of Schwab US Dividend Equity ETF worth $254K as of Q3 2026.
Schwab US Dividend Equity ETF was a new NerdWallet Wealth Partners position in Q3 2026.
Schwab US Dividend Equity ETF made up 0.08% of NerdWallet Wealth Partners's portfolio in Q3 2026, its #61 holding.
1,839 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.