Surience Private Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
Surience Private Wealth's SCHD Position: Q3 2026 in Review
Surience Private Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 257% in Q3 2026, buying an estimated $4.37M and bringing the position to 179,961 shares worth $5.85M. The position accounts for 5.62% of the portfolio, ranked #5.
Surience Private Wealth first reported a position in SCHD in Q4 2025 and has held it in 4 quarters since. The position peaked at $11.8M in Q4 2025. 659 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.
- Surience Private Wealth held 179,961 shares of Schwab US Dividend Equity ETF worth $5.85M as of Q3 2026.
- Surience Private Wealth bought 129,593 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $4.37M.
- Schwab US Dividend Equity ETF made up 5.62% of Surience Private Wealth's portfolio in Q3 2026, its #5 holding.
- Surience Private Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 4 quarters since.
- Surience Private Wealth's Schwab US Dividend Equity ETF position peaked at $11.8M in Q4 2025.
- 659 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.
Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.