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

SpringVest 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	$2.9M	Buy	89,067 +2,272	+3%	+$76.6K	1.77%	13
2026 Q2	$2.75M	Buy	86,795 +3,992	+5%	+$127K	1.73%	12
2026 Q1	$2.54M	Sell	82,803 -2,479	-3%	-$75.2K	1.74%	14
2025 Q4	$2.34M	Buy	85,282 +45	+0.1%	+$1.22K	1.63%	16
2025 Q3	$2.33M	Buy	85,237 +2,906	+4%	+$79.3K	1.71%	15
2025 Q2	$2.18M	Sell	82,331 -19,016	-19%	-$497K	1.77%	15
2025 Q1	$2.83M	Buy	101,347 +1,422	+1%	+$39.6K	2.35%	11
2024 Q4	$2.73M	Buy	+99,925	New	+$2.84M	2.34%	11

Other funds holding SCHD

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

LPL Financial San Diego, California $468B AUM 17.69% 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

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

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

SpringVest Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.6% in Q3 2026, buying an estimated $76.6K and bringing the position to 89,067 shares worth $2.9M. The position accounts for 1.77% of the portfolio, ranked #13.

SpringVest Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. 1,445 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

SpringVest Wealth Management held 89,067 shares of Schwab US Dividend Equity ETF worth $2.9M as of Q3 2026.
SpringVest Wealth Management bought 2,272 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $76.6K.
Schwab US Dividend Equity ETF made up 1.77% of SpringVest Wealth Management's portfolio in Q3 2026, its #13 holding.
SpringVest Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
1,445 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on SpringVest Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.