SWGLO
SCHD icon

Summit Wealth Group, LLC/OK’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Summit Wealth Group, LLC/OK’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 		$3.21M Sell
98,674
-17,284
-15% -$583K 5.44% 5
2026
Q2 		$3.68M Buy
115,958
+7,404
+7% +$235K 4.77% 7
2026
Q1 		$3.33M Sell
108,554
-58,241
-35% -$1.77M 4.65% 6
2025
Q4 		$4.58M Buy
+166,795
New +$4.54M 4.72% 6

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Summit Wealth Group, LLC/OK's SCHD Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Schwab US Dividend Equity ETF (SCHD) stake by 15% in Q3 2026, selling an estimated $583K and leaving 98,674 shares worth $3.21M. The position accounts for 5.44% of the portfolio, ranked #5.

Summit Wealth Group, LLC/OK first reported a position in SCHD in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.58M in Q4 2025. 1,543 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 98,674 shares of Schwab US Dividend Equity ETF worth $3.21M as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 17,284 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $583K.
  • Schwab US Dividend Equity ETF made up 5.44% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #5 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Schwab US Dividend Equity ETF position peaked at $4.58M in Q4 2025.
  • 1,543 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.