Todd Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Todd Wealth Management’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	$2.02M	Sell	62,218 -5,511	-8%	-$186K	1.54%	19
2026 Q2	$2.15M	Sell	67,729 -2,054	-3%	-$65.2K	1.63%	18
2026 Q1	$2.14M	Sell	69,783 -12,610	-15%	-$383K	1.95%	17
2025 Q4	$2.26M	Buy	+82,393	New	+$2.24M	2.04%	16

Other funds holding SCHD

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

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

Todd Wealth Management's SCHD Position: Q3 2026 in Review

Todd Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.1% in Q3 2026, selling an estimated $186K and leaving 62,218 shares worth $2.02M. The position accounts for 1.54% of the portfolio, ranked #19.

Todd Wealth Management first reported a position in SCHD in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.26M in Q4 2025. 1,020 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Todd Wealth Management held 62,218 shares of Schwab US Dividend Equity ETF worth $2.02M as of Q3 2026.
Todd Wealth Management sold 5,511 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $186K.
Schwab US Dividend Equity ETF made up 1.54% of Todd Wealth Management's portfolio in Q3 2026, its #19 holding.
Todd Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 4 quarters since.
Todd Wealth Management's Schwab US Dividend Equity ETF position peaked at $2.26M in Q4 2025.
1,020 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.