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

Stone Summit 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	$407K	Sell	12,526 -29	-0.2%	-$978	0.11%	103
2026 Q2	$398K	Hold	12,555	–	–	0.1%	113
2026 Q1	$385K	Hold	12,555	–	–	0.11%	106
2025 Q4	$344K	Sell	12,555 -6	-0%	-$163	0.09%	116
2025 Q3	$343K	Hold	12,561	–	–	0.1%	116
2025 Q2	$333K	Hold	12,561	–	–	0.1%	117
2025 Q1	$351K	Hold	12,561	–	–	0.12%	114
2024 Q4	$343K	Hold	12,561	–	–	0.12%	115
2024 Q3	$354K	Hold	12,561	–	–	0.11%	117
2024 Q2	$326K	Sell	12,561 -156	-1%	-$4.06K	0.12%	116
2024 Q1	$342K	Buy	12,717 +672	+6%	+$17.4K	0.12%	119
2023 Q4	$306K	Hold	12,045	–	–	0.12%	122
2023 Q3	$284K	Buy	12,045 +894	+8%	+$21.9K	0.12%	122
2023 Q2	$270K	Buy	+11,151	New	+$266K	0.11%	124

Other funds holding SCHD

KFP

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

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Stone Summit Wealth's SCHD Position: Q3 2026 in Review

Stone Summit Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.23% in Q3 2026, selling an estimated $978 and leaving 12,526 shares worth $407K. The position accounts for 0.11% of the portfolio, ranked #103.

Stone Summit Wealth first reported a position in SCHD in Q2 2023 and has held it in 14 quarters since. 543 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Stone Summit Wealth held 12,526 shares of Schwab US Dividend Equity ETF worth $407K as of Q3 2026.
Stone Summit Wealth sold 29 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $978.
Schwab US Dividend Equity ETF made up 0.11% of Stone Summit Wealth's portfolio in Q3 2026, its #103 holding.
Stone Summit Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 14 quarters since.
543 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.