15 Wealth Advisors LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

15 Wealth Advisors LLC’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	$357K	Buy	+10,974	New	+$370K	0.09%	84

Other funds holding SCHD

KFP

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

HFS

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

15 Wealth Advisors LLC's SCHD Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 10,974 shares worth $357K. The stake represents 0.09% of the portfolio and ranks #84 among its holdings.

305 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

15 Wealth Advisors LLC held 10,974 shares of Schwab US Dividend Equity ETF worth $357K as of Q3 2026.
Schwab US Dividend Equity ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
Schwab US Dividend Equity ETF made up 0.09% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #84 holding.
305 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.