Oasis Advisors
SCHD icon

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

Oasis 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 		$7.14M Buy
219,517
+167,267
+320% +$5.64M 3% 10
2026
Q2 		$1.66M Buy
+52,250
New +$1.66M 1.08% 22

Other funds holding SCHD

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 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
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
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Oasis Advisors's SCHD Position: Q3 2026 in Review

Oasis Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 320% in Q3 2026, buying an estimated $5.64M and bringing the position to 219,517 shares worth $7.14M. The position accounts for 3% of the portfolio, ranked #10.

Oasis Advisors first reported a position in SCHD in Q2 2026 and has held it in 2 quarters since. 1,058 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Oasis Advisors held 219,517 shares of Schwab US Dividend Equity ETF worth $7.14M as of Q3 2026.
  • Oasis Advisors bought 167,267 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $5.64M.
  • Schwab US Dividend Equity ETF made up 3% of Oasis Advisors's portfolio in Q3 2026, its #10 holding.
  • Oasis Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,058 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.