SBK Financial
SCHD icon

SBK Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

SBK Financial’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 		$65.1K Hold
2,000
– – 0.03% 111
2026
Q2 		$63.4K Buy
+2,000
New +$63.4K 0.04% 116

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Rakuten Investment Management
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

SBK Financial's SCHD Position: Q3 2026 in Review

SBK Financial held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 2,000 shares worth $65.1K. The position accounts for 0.03% of the portfolio, ranked #111.

SBK Financial first reported a position in SCHD in Q2 2026 and has held it in 2 quarters since. 1,815 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • SBK Financial held 2,000 shares of Schwab US Dividend Equity ETF worth $65.1K as of Q3 2026.
  • SBK Financial left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
  • Schwab US Dividend Equity ETF made up 0.03% of SBK Financial's portfolio in Q3 2026, its #111 holding.
  • SBK Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on SBK Financial's 13F filing for Q3 2026, filed 2 Nov 2026.