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

Sendero Wealth Management’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 		$7.13M Buy
219,141
+19,466
+10% +$656K 0.71% 25
2026
Q2 		$6.33M Buy
199,675
+1,772
+0.9% +$56.2K 0.63% 29
2026
Q1 		$6.07M Sell
197,903
-2,675
-1% -$81.1K 0.67% 26
2025
Q4 		$5.5M Sell
200,578
-16,548
-8% -$450K 0.61% 32
2025
Q3 		$5.93M Sell
217,126
-89,884
-29% -$2.45M 0.69% 31
2025
Q2 		$8.14M Sell
307,010
-16,453
-5% -$430K 1.02% 21
2025
Q1 		$9.04M Buy
323,463
+22,203
+7% +$619K 1.26% 18
2024
Q4 		$8.23M Buy
301,260
+35,289
+13% +$1M 1.23% 18
2024
Q3 		$7.49M Buy
265,971
+25,734
+11% +$701K 1.18% 22
2024
Q2 		$6.23M Buy
240,237
+5,112
+2% +$133K 1.05% 24
2024
Q1 		$6.32M Sell
235,125
-93
-0% -$2.4K 1.09% 21
2023
Q4 		$5.97M Buy
235,218
+5,733
+2% +$137K 1.13% 18
2023
Q3 		$5.41M Buy
229,485
+684
+0.3% +$16.8K 1.16% 14
2023
Q2 		$5.54M Sell
228,801
-10,353
-4% -$247K 1.21% 13
2023
Q1 		$5.83M Buy
239,154
+61,233
+34% +$1.53M 1.79% 6
2022
Q4 		$4.48M Buy
177,921
+972
+0.5% +$24K 1.59% 7
2022
Q3 		$3.92M Buy
+176,949
New +$4.3M 1.63% 8
2022
Q1 		– Sell
-157,122
Closed -$4.23M – 85
2021
Q4 		$4.23M Buy
+157,122
New +$4.08M 1.88% 8

Other funds holding SCHD

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Sendero Wealth Management's SCHD Position: Q3 2026 in Review

Sendero Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 9.7% in Q3 2026, buying an estimated $656K and bringing the position to 219,141 shares worth $7.13M. The position accounts for 0.71% of the portfolio, ranked #25.

Sendero Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.04M in Q1 2025. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Sendero Wealth Management held 219,141 shares of Schwab US Dividend Equity ETF worth $7.13M as of Q3 2026.
  • Sendero Wealth Management bought 19,466 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $656K.
  • Schwab US Dividend Equity ETF made up 0.71% of Sendero Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Sendero Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • Sendero Wealth Management's Schwab US Dividend Equity ETF position peaked at $9.04M in Q1 2025.
  • 2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.