Patrick M. Sweeney & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Patrick M. Sweeney & Associates’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	$824K	Buy	25,332 +817	+3%	+$27.5K	0.46%	52
2026 Q2	$777K	Buy	24,515 +1,159	+5%	+$36.8K	0.45%	58
2026 Q1	$717K	Buy	23,356 +609	+3%	+$18.5K	0.46%	56
2025 Q4	$624K	Buy	22,747 +2,113	+10%	+$57.5K	0.39%	66
2025 Q3	$563K	Buy	20,634 +2,099	+11%	+$57.3K	0.36%	68
2025 Q2	$507K	Buy	18,535 +2,790	+18%	+$72.9K	0.35%	76
2025 Q1	$440K	Buy	15,745 +645	+4%	+$18K	0.33%	79
2024 Q4	$413K	Buy	15,100 +475	+3%	+$13.5K	0.31%	83
2024 Q3	$412K	Buy	14,625 +3,327	+29%	+$90.6K	0.3%	83
2024 Q2	$283K	Buy	11,298 +2,235	+25%	+$58.2K	0.23%	110
2024 Q1	$244K	Buy	9,063 +255	+3%	+$6.59K	0.2%	117
2023 Q4	$224K	Buy	+8,808	New	+$210K	0.2%	111

Other funds holding SCHD

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Patrick M. Sweeney & Associates's SCHD Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.3% in Q3 2026, buying an estimated $27.5K and bringing the position to 25,332 shares worth $824K. The position accounts for 0.46% of the portfolio, ranked #52.

Patrick M. Sweeney & Associates first reported a position in SCHD in Q4 2023 and has held it in 12 quarters since. 1,445 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Patrick M. Sweeney & Associates held 25,332 shares of Schwab US Dividend Equity ETF worth $824K as of Q3 2026.
Patrick M. Sweeney & Associates bought 817 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $27.5K.
Schwab US Dividend Equity ETF made up 0.46% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #52 holding.
Patrick M. Sweeney & Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 12 quarters since.
1,445 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.