Private Wealth Group
SCHD icon

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

Private 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 		$249K Hold
7,659
– – 0.09% 66
2026
Q2 		$243K Buy
+7,659
New +$243K 0.09% 73

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

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

Private Wealth Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 7,659 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #66.

Private Wealth Group first reported a position in SCHD in Q2 2026 and has held it in 2 quarters since. 1,445 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Private Wealth Group held 7,659 shares of Schwab US Dividend Equity ETF worth $249K as of Q3 2026.
  • Private Wealth Group left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
  • Schwab US Dividend Equity ETF made up 0.09% of Private Wealth Group's portfolio in Q3 2026, its #66 holding.
  • Private Wealth Group first reported a position in Schwab US Dividend Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,445 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.