Seek First’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Seek First’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	$6.92M	Buy	212,670 +5,594	+3%	+$189K	4.46%	4
2026 Q2	$6.57M	Buy	207,076 +6,446	+3%	+$204K	4.15%	4
2026 Q1	$6.16M	Buy	200,630 +12,683	+7%	+$385K	4.34%	4
2025 Q4	$5.16M	Sell	187,947 -6,716	-3%	-$183K	3.55%	5
2025 Q3	$5.31M	Buy	194,663 +7,829	+4%	+$214K	3.82%	5
2025 Q2	$4.95M	Buy	186,834 +8,606	+5%	+$225K	4.01%	4
2025 Q1	$4.98M	Buy	+178,228	New	+$4.97M	4.43%	4

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

Seek First's SCHD Position: Q3 2026 in Review

Seek First increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.7% in Q3 2026, buying an estimated $189K and bringing the position to 212,670 shares worth $6.92M. The position accounts for 4.46% of the portfolio, ranked #4.

Seek First first reported a position in SCHD in Q1 2025 and has held it in 7 quarters since. 1,057 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Seek First held 212,670 shares of Schwab US Dividend Equity ETF worth $6.92M as of Q3 2026.
Seek First bought 5,594 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $189K.
Schwab US Dividend Equity ETF made up 4.46% of Seek First's portfolio in Q3 2026, its #4 holding.
Seek First first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 7 quarters since.
1,057 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.