Third View Private Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Third View Private Wealth’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	$1.19M	Buy	+36,711	New	+$1.24M	0.14%	113

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Third View Private Wealth's SCHD Position: Q3 2026 in Review

Third View Private Wealth opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 36,711 shares worth $1.19M. The stake represents 0.14% of the portfolio and ranks #113 among its holdings.

1,445 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Third View Private Wealth held 36,711 shares of Schwab US Dividend Equity ETF worth $1.19M as of Q3 2026.
Schwab US Dividend Equity ETF was a new Third View Private Wealth position in Q3 2026.
Schwab US Dividend Equity ETF made up 0.14% of Third View Private Wealth's portfolio in Q3 2026, its #113 holding.
1,445 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.