Strategy Asset Managers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Strategy Asset Managers's SCHD Position: Q3 2026 in Review

Strategy Asset Managers increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.3% in Q3 2026, buying an estimated $51.1K and bringing the position to 36,696 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #96.

Strategy Asset Managers first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 565 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

• Strategy Asset Managers held 36,696 shares of Schwab US Dividend Equity ETF worth $1.19M as of Q3 2026.
• Strategy Asset Managers bought 1,515 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $51.1K.
• Schwab US Dividend Equity ETF made up 0.18% of Strategy Asset Managers's portfolio in Q3 2026, its #96 holding.
• Strategy Asset Managers first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
• 565 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Strategy Asset Managers's 13F filing for Q3 2026, filed 14 Oct 2026.