Sensible Money’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sensible Money’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	$757K	Buy	23,276 +8,972	+63%	+$302K	0.19%	36
2026 Q2	$454K	Buy	14,304 +483	+3%	+$15.3K	0.12%	58
2026 Q1	$424K	Sell	13,821 -1,964	-12%	-$59.6K	0.13%	53
2025 Q4	$433K	Buy	15,785 +7,240	+85%	+$197K	0.14%	53
2025 Q3	$233K	Buy	8,545 +1	+0%	+$27	0.08%	78
2025 Q2	$226K	Buy	8,544 +5	+0.1%	+$131	0.09%	80
2025 Q1	$239K	Hold	8,539	–	–	0.1%	70
2024 Q4	$233K	Buy	8,539 +1	+0%	+$28	0.1%	75
2024 Q3	$241K	Hold	8,538	–	–	0.11%	72
2024 Q2	$221K	Sell	8,538 -1,389	-14%	-$36.2K	0.11%	72
2024 Q1	$267K	Buy	9,927 +6	+0.1%	+$155	0.14%	61
2023 Q4	$252K	Buy	9,921 +6	+0.1%	+$143	0.15%	62
2023 Q3	$234K	Hold	9,915	–	–	0.17%	59
2023 Q2	$240K	Sell	9,915 -6,873	-41%	-$164K	0.17%	60
2023 Q1	$409K	Sell	16,788 -39	-0.2%	-$975	0.35%	35
2022 Q4	$424K	Buy	+16,827	New	+$415K	0.45%	33

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sensible Money's SCHD Position: Q3 2026 in Review

Sensible Money increased its Schwab US Dividend Equity ETF (SCHD) stake by 63% in Q3 2026, buying an estimated $302K and bringing the position to 23,276 shares worth $757K. The position accounts for 0.19% of the portfolio, ranked #36.

Sensible Money first reported a position in SCHD in Q4 2022 and has held it in 16 quarters since. 1,256 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Sensible Money held 23,276 shares of Schwab US Dividend Equity ETF worth $757K as of Q3 2026.
Sensible Money bought 8,972 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $302K.
Schwab US Dividend Equity ETF made up 0.19% of Sensible Money's portfolio in Q3 2026, its #36 holding.
Sensible Money first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 16 quarters since.
1,256 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.