Paladin Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Paladin Advisory Group’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	$739K	Hold	22,714	–	–	0.5%	41
2026 Q2	$720K	Sell	22,714 -198	-0.9%	-$6.28K	0.48%	42
2026 Q1	$703K	Hold	22,912	–	–	0.53%	38
2025 Q4	$628K	Sell	22,912 -1,872	-8%	-$50.9K	0.46%	40
2025 Q3	$677K	Sell	24,784 -121,300	-83%	-$3.31M	0.53%	35
2025 Q2	$3.87M	Buy	146,084 +3,100	+2%	+$81K	2.96%	8
2025 Q1	$4M	Sell	142,984 -807	-0.6%	-$22.5K	3.2%	6
2024 Q4	$3.93M	Buy	143,791 +5,215	+4%	+$148K	3.01%	7
2024 Q3	$3.9M	Sell	138,576 -13,305	-9%	-$362K	2.88%	7
2024 Q2	$3.92M	Buy	151,881 +267	+0.2%	+$6.95K	3.06%	6
2024 Q1	$4.05M	Sell	151,614 -7,452	-5%	-$193K	3.2%	5
2023 Q4	$4.04M	Sell	159,066 -29,493	-16%	-$703K	3.33%	5
2023 Q3	$4.45M	Sell	188,559 -4,227	-2%	-$104K	3.75%	4
2023 Q2	$4.67M	Buy	192,786 +1,749	+0.9%	+$41.8K	3.74%	3
2023 Q1	$4.66M	Buy	+191,037	New	+$4.78M	3.87%	3
2022 Q2	–	Sell	-167,367	Closed	-$4.26M	–	466
2022 Q1	$4.42M	Buy	+167,367	New	+$4.38M	3.6%	3

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Paladin Advisory Group's SCHD Position: Q3 2026 in Review

Paladin Advisory Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 22,714 shares worth $739K. The position accounts for 0.5% of the portfolio, ranked #41.

Paladin Advisory Group first reported a position in SCHD in Q1 2022 and has held it in 16 quarters since. The position peaked at $4.67M in Q2 2023. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Paladin Advisory Group held 22,714 shares of Schwab US Dividend Equity ETF worth $739K as of Q3 2026.
Paladin Advisory Group left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
Schwab US Dividend Equity ETF made up 0.5% of Paladin Advisory Group's portfolio in Q3 2026, its #41 holding.
Paladin Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 16 quarters since.
Paladin Advisory Group's Schwab US Dividend Equity ETF position peaked at $4.67M in Q2 2023.
2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.