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

Tactive 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	$210K	Buy	6,466 +29	+0.5%	+$978	0.05%	250
2026 Q2	$204K	Buy	+6,437	New	+$204K	0.05%	260
2025 Q4	–	Sell	-13,060	Closed	-$357K	–	276
2025 Q3	$357K	Sell	13,060 -1,017	-7%	-$27.7K	0.1%	179
2025 Q2	$373K	Buy	+14,077	New	+$368K	0.12%	157

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

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

FFN

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

SCA

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Tactive Advisors's SCHD Position: Q3 2026 in Review

Tactive Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.45% in Q3 2026, buying an estimated $978 and bringing the position to 6,466 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #250.

Tactive Advisors first reported a position in SCHD in Q2 2025 and has held it in 4 quarters since. The position peaked at $373K in Q2 2025. 298 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Tactive Advisors held 6,466 shares of Schwab US Dividend Equity ETF worth $210K as of Q3 2026.
Tactive Advisors bought 29 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $978.
Schwab US Dividend Equity ETF made up 0.05% of Tactive Advisors's portfolio in Q3 2026, its #250 holding.
Tactive Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 4 quarters since.
Tactive Advisors's Schwab US Dividend Equity ETF position peaked at $373K in Q2 2025.
298 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.