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

Straight Path 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	$407K	Sell	12,506 -1,280	-9%	-$43.2K	0.09%	91
2026 Q2	$437K	Buy	13,786 +1,433	+12%	+$45.5K	0.1%	78
2026 Q1	$379K	Buy	12,353 +358	+3%	+$10.9K	0.1%	80
2025 Q4	$329K	Buy	11,995 +250	+2%	+$6.8K	0.09%	88
2025 Q3	$321K	Sell	11,745 -15	-0.1%	-$409	0.09%	101
2025 Q2	$312K	Sell	11,760 -327	-3%	-$8.54K	0.11%	85
2025 Q1	$338K	Hold	12,087	–	–	0.14%	70
2024 Q4	$330K	Sell	12,087 -1,506	-11%	-$42.8K	0.13%	72
2024 Q3	$383K	Buy	13,593 +1,833	+16%	+$49.9K	0.17%	60
2024 Q2	$305K	Sell	11,760 -27	-0.2%	-$703	0.16%	68
2024 Q1	$317K	Hold	11,787	–	–	0.18%	68
2023 Q4	$299K	Buy	11,787 +27	+0.2%	+$643	0.18%	68
2023 Q3	$277K	Buy	+11,760	New	+$289K	0.19%	62

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Straight Path Wealth Management's SCHD Position: Q3 2026 in Review

Straight Path Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 9.3% in Q3 2026, selling an estimated $43.2K and leaving 12,506 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #91.

Straight Path Wealth Management first reported a position in SCHD in Q3 2023 and has held it in 13 quarters since. The position peaked at $437K in Q2 2026. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Straight Path Wealth Management held 12,506 shares of Schwab US Dividend Equity ETF worth $407K as of Q3 2026.
Straight Path Wealth Management sold 1,280 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $43.2K.
Schwab US Dividend Equity ETF made up 0.09% of Straight Path Wealth Management's portfolio in Q3 2026, its #91 holding.
Straight Path Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 13 quarters since.
Straight Path Wealth Management's Schwab US Dividend Equity ETF position peaked at $437K in Q2 2026.
2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.