Strata Wealth Advisors
SCHD icon

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

Strata Wealth 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 		$563K Hold
17,319
– – 0.13% 56
2026
Q2 		$549K Hold
17,319
– – 0.13% 54
2026
Q1 		$531K Sell
17,319
-3,565
-17% -$108K 0.15% 49
2025
Q4 		$573K Hold
20,884
– – 0.16% 47
2025
Q3 		$570K Buy
+20,884
New +$570K 0.15% 56

Other funds holding SCHD

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Strata Wealth Advisors's SCHD Position: Q3 2026 in Review

Strata Wealth Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 17,319 shares worth $563K. The position accounts for 0.13% of the portfolio, ranked #56.

Strata Wealth Advisors first reported a position in SCHD in Q3 2025 and has held it in 5 quarters since. The position peaked at $573K in Q4 2025. 1,756 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Strata Wealth Advisors held 17,319 shares of Schwab US Dividend Equity ETF worth $563K as of Q3 2026.
  • Strata Wealth Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
  • Schwab US Dividend Equity ETF made up 0.13% of Strata Wealth Advisors's portfolio in Q3 2026, its #56 holding.
  • Strata Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • Strata Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $573K in Q4 2025.
  • 1,756 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.