Ted Buchan & Co
SCHD icon

Ted Buchan & Co’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ted Buchan & Co’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 		$820K Sell
25,194
-350
-1% -$11.8K 0.27% 62
2026
Q2 		$810K Sell
25,544
-468
-2% -$14.8K 0.27% 61
2026
Q1 		$798K Sell
26,012
-3,076
-11% -$93.3K 0.29% 57
2025
Q4 		$798K Buy
29,088
+3,456
+13% +$94K 0.29% 59
2025
Q3 		$700K Sell
25,632
-270,305
-91% -$7.37M 0.27% 57
2025
Q2 		$7.84M Sell
295,937
-6,162
-2% -$161K 3.12% 9
2025
Q1 		$8.45M Buy
302,099
+14,317
+5% +$399K 3.99% 7
2024
Q4 		$7.86M Buy
287,782
+4,429
+2% +$126K 3.71% 9
2024
Q3 		$7.98M Sell
283,353
-870
-0.3% -$23.7K 3.79% 10
2024
Q2 		$7.37M Buy
284,223
+2,559
+0.9% +$66.6K 3.95% 8
2024
Q1 		$7.57M Buy
281,664
+39,027
+16% +$1.01M 4.65% 7
2023
Q4 		$6.16M Buy
242,637
+11,568
+5% +$276K 4.48% 8
2023
Q3 		$5.45M Buy
231,069
+12,753
+6% +$313K 4.38% 8
2023
Q2 		$5.28M Buy
218,316
+11,784
+6% +$282K 4.06% 8
2023
Q1 		$5.04M Buy
+206,532
New +$5.16M 4.21% 8

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Ted Buchan & Co's SCHD Position: Q3 2026 in Review

Ted Buchan & Co reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.4% in Q3 2026, selling an estimated $11.8K and leaving 25,194 shares worth $820K. The position accounts for 0.27% of the portfolio, ranked #62.

Ted Buchan & Co first reported a position in SCHD in Q1 2023 and has held it in 15 quarters since. The position peaked at $8.45M in Q1 2025. 1,084 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Ted Buchan & Co held 25,194 shares of Schwab US Dividend Equity ETF worth $820K as of Q3 2026.
  • Ted Buchan & Co sold 350 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $11.8K.
  • Schwab US Dividend Equity ETF made up 0.27% of Ted Buchan & Co's portfolio in Q3 2026, its #62 holding.
  • Ted Buchan & Co first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 15 quarters since.
  • Ted Buchan & Co's Schwab US Dividend Equity ETF position peaked at $8.45M in Q1 2025.
  • 1,084 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.