Optivise Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
Optivise Advisory Services's SCHD Position: Q3 2026 in Review
Optivise Advisory Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.4% in Q3 2026, buying an estimated $33.5K and bringing the position to 16,579 shares worth $539K. The position accounts for 0.26% of the portfolio, ranked #101.
Optivise Advisory Services first reported a position in SCHD in Q1 2026 and has held it in 3 quarters since. 1,094 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.
- Optivise Advisory Services held 16,579 shares of Schwab US Dividend Equity ETF worth $539K as of Q3 2026.
- Optivise Advisory Services bought 995 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $33.5K.
- Schwab US Dividend Equity ETF made up 0.26% of Optivise Advisory Services's portfolio in Q3 2026, its #101 holding.
- Optivise Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 3 quarters since.
- 1,094 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.