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

StackStone 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	$5.28M	Buy	+162,412	New	+$5.48M	0.52%	50

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

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

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

StackStone Wealth's SCHD Position: Q3 2026 in Review

StackStone Wealth opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 162,412 shares worth $5.28M. The stake represents 0.52% of the portfolio and ranks #50 among its holdings.

1,037 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

StackStone Wealth held 162,412 shares of Schwab US Dividend Equity ETF worth $5.28M as of Q3 2026.
Schwab US Dividend Equity ETF was a new StackStone Wealth position in Q3 2026.
Schwab US Dividend Equity ETF made up 0.52% of StackStone Wealth's portfolio in Q3 2026, its #50 holding.
1,037 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.