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

PUREfi Wealth’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	$244K	Hold	7,500	–	–	0.11%	206
2026 Q2	$238K	Sell	7,500 -1,500	-17%	-$47.6K	0.13%	188
2026 Q1	$276K	Hold	9,000	–	–	0.18%	151
2025 Q4	$247K	Hold	9,000	–	–	0.19%	136
2025 Q3	$246K	Sell	9,000 -600	-6%	-$16.4K	0.19%	141
2025 Q2	$254K	Buy	+9,600	New	+$251K	0.2%	132

Other funds holding SCHD

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

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

PUREfi Wealth's SCHD Position: Q3 2026 in Review

PUREfi Wealth held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 7,500 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #206.

PUREfi Wealth first reported a position in SCHD in Q2 2025 and has held it in 6 quarters since. The position peaked at $276K in Q1 2026. 986 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

PUREfi Wealth held 7,500 shares of Schwab US Dividend Equity ETF worth $244K as of Q3 2026.
PUREfi Wealth left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
Schwab US Dividend Equity ETF made up 0.11% of PUREfi Wealth's portfolio in Q3 2026, its #206 holding.
PUREfi Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 6 quarters since.
PUREfi Wealth's Schwab US Dividend Equity ETF position peaked at $276K in Q1 2026.
986 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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