Sarver Vrooman Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sarver Vrooman Wealth Advisors’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	$55.1M	Buy	1,694,611 +33,514	+2%	+$1.13M	32.43%	1
2026 Q2	$53.4M	Buy	1,661,097 +7,002	+0.4%	+$222K	31.82%	1
2026 Q1	$50.7M	Buy	1,654,095 +1,113	+0.1%	+$33.8K	31.26%	1
2025 Q4	$45.3M	Buy	1,652,982 +9,199	+0.6%	+$250K	28.82%	2
2025 Q3	$44.9M	Sell	1,643,783 -2,928	-0.2%	-$79.9K	28.84%	2
2025 Q2	$43.6M	Buy	1,646,711 +2,906	+0.2%	+$75.9K	29%	2
2025 Q1	$46M	Buy	+1,643,805	New	+$45.8M	30.58%	1

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

BFS

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

FFA

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

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's SCHD Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 2% in Q3 2026, buying an estimated $1.13M and bringing the position to 1,694,611 shares worth $55.1M. The position accounts for 32.43% of the portfolio, ranked #1.

Sarver Vrooman Wealth Advisors first reported a position in SCHD in Q1 2025 and has held it in 7 quarters since. 83 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Sarver Vrooman Wealth Advisors held 1,694,611 shares of Schwab US Dividend Equity ETF worth $55.1M as of Q3 2026.
Sarver Vrooman Wealth Advisors bought 33,514 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $1.13M.
Schwab US Dividend Equity ETF made up 32.43% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #1 holding.
Sarver Vrooman Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 7 quarters since.
83 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.