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

Olistico Wealth’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	$4.06M	Buy	124,750 +4,305	+4%	+$145K	1.7%	12
2026 Q2	$3.82M	Buy	120,445 +7,619	+7%	+$242K	1.63%	13
2026 Q1	$3.46M	Sell	112,826 -9,799	-8%	-$297K	1.71%	13
2025 Q4	$3.36M	Buy	122,625 +30,207	+33%	+$821K	1.64%	14
2025 Q3	$2.52M	Buy	92,418 +13,422	+17%	+$366K	1.33%	19
2025 Q2	$2.09M	Buy	78,996 +58,882	+293%	+$1.54M	1.16%	17
2025 Q1	$562K	Buy	20,114 +18,996	+1,699%	+$530K	0.35%	53
2024 Q4	$30.6K	Buy	1,118 +8	+0.7%	+$227	0.02%	188
2024 Q3	$31.3K	Buy	1,110 +12	+1%	+$327	0.02%	188
2024 Q2	$28.5K	Buy	+1,098	New	+$28.6K	0.02%	193

Other funds holding SCHD

KFP

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

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

BFS

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Olistico Wealth's SCHD Position: Q3 2026 in Review

Olistico Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.6% in Q3 2026, buying an estimated $145K and bringing the position to 124,750 shares worth $4.06M. The position accounts for 1.7% of the portfolio, ranked #12.

Olistico Wealth first reported a position in SCHD in Q2 2024 and has held it in 10 quarters since. 516 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Olistico Wealth held 124,750 shares of Schwab US Dividend Equity ETF worth $4.06M as of Q3 2026.
Olistico Wealth bought 4,305 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $145K.
Schwab US Dividend Equity ETF made up 1.7% of Olistico Wealth's portfolio in Q3 2026, its #12 holding.
Olistico Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 10 quarters since.
516 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.