Portside Wealth Group
SCHD icon

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

Portside Wealth 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 		$492K Buy
15,115
+8,045
+114% +$271K 0.05% 309
2026
Q2 		$224K Buy
+7,070
New +$224K 0.03% 465
2024
Q1 		– Sell
-10,746
Closed -$273K – 388
2023
Q4 		$273K Sell
10,746
-975
-8% -$23.2K 0.05% 282
2023
Q3 		$275K Sell
11,721
-183
-2% -$4.49K 0.05% 261
2023
Q2 		$288K Buy
+11,904
New +$284K 0.05% 262

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
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Portside Wealth Group's SCHD Position: Q3 2026 in Review

Portside Wealth Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 114% in Q3 2026, buying an estimated $271K and bringing the position to 15,115 shares worth $492K. The position accounts for 0.05% of the portfolio, ranked #309.

Portside Wealth Group first reported a position in SCHD in Q2 2023 and has held it in 5 quarters since. 1,535 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Portside Wealth Group held 15,115 shares of Schwab US Dividend Equity ETF worth $492K as of Q3 2026.
  • Portside Wealth Group bought 8,045 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $271K.
  • Schwab US Dividend Equity ETF made up 0.05% of Portside Wealth Group's portfolio in Q3 2026, its #309 holding.
  • Portside Wealth Group first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 5 quarters since.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.