Stewardship Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Stewardship Advisors’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	$780K	Sell	23,985 -370	-2%	-$12.5K	0.16%	66
2026 Q2	$772K	Buy	24,355 +80	+0.3%	+$2.54K	0.16%	63
2026 Q1	$745K	Sell	24,275 -33	-0.1%	-$1K	0.17%	65
2025 Q4	$667K	Buy	24,308 +807	+3%	+$21.9K	0.15%	68
2025 Q3	$642K	Sell	23,501 -12	-0.1%	-$327	0.15%	64
2025 Q2	$623K	Hold	23,513	–	–	0.16%	63
2025 Q1	$657K	Sell	23,513 -25,074	-52%	-$699K	0.18%	59
2024 Q4	$1.33M	Sell	48,587 -5,962	-11%	-$169K	0.37%	45
2024 Q3	$1.54M	Sell	54,549 -4,575	-8%	-$125K	0.43%	40
2024 Q2	$1.53M	Sell	59,124 -62,913	-52%	-$1.64M	0.51%	32
2024 Q1	$3.28M	Sell	122,037 -493,473	-80%	-$12.7M	1.12%	25
2023 Q4	$15.6M	Buy	615,510 +80,307	+15%	+$1.91M	5.63%	4
2023 Q3	$12.6M	Sell	535,203 -13,836	-3%	-$340K	4.93%	6
2023 Q2	$13.3M	Sell	549,039 -388,467	-41%	-$9.28M	5%	8
2023 Q1	$22.9M	Sell	937,506 -28,938	-3%	-$723K	8.78%	1
2022 Q4	$24.3M	Sell	966,444 -6,102	-0.6%	-$151K	9.8%	2
2022 Q3	$21.5M	Sell	972,546 -171,423	-15%	-$4.16M	9.32%	2
2022 Q2	$27.3M	Buy	1,143,969 +13,641	+1%	+$347K	11.48%	3
2022 Q1	$29.7M	Buy	1,130,328 +180,006	+19%	+$4.71M	10.96%	2
2021 Q4	$25.6M	Buy	950,322 +82,404	+9%	+$2.14M	9.2%	2
2021 Q3	$21.5M	Buy	867,918 +26,007	+3%	+$661K	8.13%	2
2021 Q2	$21.2M	Buy	841,911 +26,640	+3%	+$673K	7.95%	2
2021 Q1	$19.8M	Buy	815,271 +228,627	+39%	+$5.2M	7.79%	4
2020 Q4	$12.5M	Buy	+586,644	New	+$11.9M	5.11%	6

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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

HHM Wealth Advisors Chattanooga, Tennessee $1.06B AUM 17.1% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Stewardship Advisors's SCHD Position: Q3 2026 in Review

Stewardship Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.5% in Q3 2026, selling an estimated $12.5K and leaving 23,985 shares worth $780K. The position accounts for 0.16% of the portfolio, ranked #66.

Stewardship Advisors first reported a position in SCHD in Q4 2020 and has held it in 24 quarters since. The position peaked at $29.7M in Q1 2022. 1,630 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Stewardship Advisors held 23,985 shares of Schwab US Dividend Equity ETF worth $780K as of Q3 2026.
Stewardship Advisors sold 370 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $12.5K.
Schwab US Dividend Equity ETF made up 0.16% of Stewardship Advisors's portfolio in Q3 2026, its #66 holding.
Stewardship Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 24 quarters since.
Stewardship Advisors's Schwab US Dividend Equity ETF position peaked at $29.7M in Q1 2022.
1,630 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.