McCarley & Cook Financial Planners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

McCarley & Cook Financial Planners’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	$141K	Sell	4,343 -4,965	-53%	-$167K	0.11%	64
2026 Q2	$295K	Sell	9,308 -11,101	-54%	-$352K	0.23%	42
2026 Q1	$626K	Buy	20,409 +10,409	+104%	+$316K	0.54%	21
2025 Q4	$274K	Buy	+10,000	New	+$272K	0.25%	41

Other funds holding SCHD

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

McCarley & Cook Financial Planners's SCHD Position: Q3 2026 in Review

McCarley & Cook Financial Planners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 53% in Q3 2026, selling an estimated $167K and leaving 4,343 shares worth $141K. The position accounts for 0.11% of the portfolio, ranked #64.

McCarley & Cook Financial Planners first reported a position in SCHD in Q4 2025 and has held it in 4 quarters since. The position peaked at $626K in Q1 2026. 724 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

McCarley & Cook Financial Planners held 4,343 shares of Schwab US Dividend Equity ETF worth $141K as of Q3 2026.
McCarley & Cook Financial Planners sold 4,965 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $167K.
Schwab US Dividend Equity ETF made up 0.11% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #64 holding.
McCarley & Cook Financial Planners first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's Schwab US Dividend Equity ETF position peaked at $626K in Q1 2026.
724 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.