Solidarity Wealth
SCHD icon

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

Solidarity Wealth’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 		$1.34M Buy
41,216
+2,968
+8% +$100K 0.23% 42
2026
Q2 		$1.21M Buy
+38,248
New +$1.21M 0.21% 43

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

Solidarity Wealth's SCHD Position: Q3 2026 in Review

Solidarity Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.8% in Q3 2026, buying an estimated $100K and bringing the position to 41,216 shares worth $1.34M. The position accounts for 0.23% of the portfolio, ranked #42.

Solidarity Wealth first reported a position in SCHD in Q2 2026 and has held it in 2 quarters since. 1,135 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Solidarity Wealth held 41,216 shares of Schwab US Dividend Equity ETF worth $1.34M as of Q3 2026.
  • Solidarity Wealth bought 2,968 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $100K.
  • Schwab US Dividend Equity ETF made up 0.23% of Solidarity Wealth's portfolio in Q3 2026, its #42 holding.
  • Solidarity Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,135 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Solidarity Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.