RVW Wealth
SCHD icon

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

RVW 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 		$4.37M Sell
134,272
-1,834
-1% -$61.8K 0.28% 47
2026
Q2 		$4.32M Buy
136,106
+11,758
+9% +$373K 0.28% 45
2026
Q1 		$3.81M Sell
124,348
-18,121
-13% -$550K 0.3% 45
2025
Q4 		$3.91M Sell
142,469
-12,770
-8% -$347K 0.3% 41
2025
Q3 		$4.24M Sell
155,239
-7,816
-5% -$213K 0.33% 41
2025
Q2 		$4.32M Sell
163,055
-25,438
-13% -$664K 0.37% 40
2025
Q1 		$5.27M Sell
188,493
-467,273
-71% -$13M 0.5% 36
2024
Q4 		$17.9M Sell
655,766
-25,453
-4% -$724K 1.67% 23
2024
Q3 		$19.2M Buy
681,219
+14,457
+2% +$394K 1.78% 22
2024
Q2 		$17.3M Buy
666,762
+22,074
+3% +$575K 1.72% 24
2024
Q1 		$17.3M Buy
644,688
+35,184
+6% +$909K 1.78% 21
2023
Q4 		$15.5M Sell
609,504
-24,852
-4% -$592K 1.7% 25
2023
Q3 		$15M Sell
634,356
-310,152
-33% -$7.61M 1.8% 23
2023
Q2 		$22.9M Buy
944,508
+460,191
+95% +$11M 2.7% 10
2023
Q1 		$11.8M Buy
484,317
+451,464
+1,374% +$11.3M 1.46% 27
2022
Q4 		$827K Sell
32,853
-36,627
-53% -$904K 0.11% 80
2022
Q3 		$1.54M Sell
69,480
-4,137
-6% -$101K 0.22% 61
2022
Q2 		$1.76M Buy
+73,617
New +$1.87M 0.24% 58

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Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
Burkett Financial Services
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

RVW Wealth's SCHD Position: Q3 2026 in Review

RVW Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.3% in Q3 2026, selling an estimated $61.8K and leaving 134,272 shares worth $4.37M. The position accounts for 0.28% of the portfolio, ranked #47.

RVW Wealth first reported a position in SCHD in Q2 2022 and has held it in 18 quarters since. The position peaked at $22.9M in Q2 2023. 796 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • RVW Wealth held 134,272 shares of Schwab US Dividend Equity ETF worth $4.37M as of Q3 2026.
  • RVW Wealth sold 1,834 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $61.8K.
  • Schwab US Dividend Equity ETF made up 0.28% of RVW Wealth's portfolio in Q3 2026, its #47 holding.
  • RVW Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 18 quarters since.
  • RVW Wealth's Schwab US Dividend Equity ETF position peaked at $22.9M in Q2 2023.
  • 796 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.