TF
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Tompkins Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Tompkins Financial’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 		$11.5K Hold
353
– – ﹤0.01% 460
2026
Q2 		$11.2K Sell
353
-121
-26% -$3.84K ﹤0.01% 446
2026
Q1 		$14.5K Hold
474
– – ﹤0.01% 420
2025
Q4 		$13K Hold
474
– – ﹤0.01% 421
2025
Q3 		$12.9K Hold
474
– – ﹤0.01% 423
2025
Q2 		$12.6K Hold
474
– – ﹤0.01% 425
2025
Q1 		$13.3K Hold
474
– – ﹤0.01% 429
2024
Q4 		$12.9K Sell
474
-2,400
-84% -$68.2K ﹤0.01% 418
2024
Q3 		$81K Hold
2,874
– – 0.01% 289
2024
Q2 		$74.5K Sell
2,874
-1,554
-35% -$40.5K 0.01% 304
2024
Q1 		$119K Buy
4,428
+1,686
+61% +$43.6K 0.01% 255
2023
Q4 		$69.6K Buy
2,742
+342
+14% +$8.15K 0.01% 313
2023
Q3 		$56.6K Sell
2,400
-1,050
-30% -$25.8K 0.01% 310
2023
Q2 		$83.5K Buy
3,450
+300
+10% +$7.17K 0.01% 285
2023
Q1 		$76.8K Hold
3,150
– – 0.01% 295
2022
Q4 		$79K Sell
3,150
-2,286
-42% -$56.4K 0.01% 287
2022
Q3 		$121K Buy
5,436
+2,286
+73% +$55.5K 0.02% 228
2022
Q2 		$75K Hold
3,150
– – 0.01% 297
2022
Q1 		$83K Buy
+3,150
New +$82.5K 0.01% 306
2021
Q4 		– Sell
-375
Closed -$9K – 391
2021
Q3 		$9K Buy
+375
New +$9.53K ﹤0.01% 329
2020
Q3 		– Sell
-1,800
Closed -$31K – 392
2020
Q2 		$31K Buy
+1,800
New +$30.4K 0.01% 264

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 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
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Tompkins Financial's SCHD Position: Q3 2026 in Review

Tompkins Financial held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 353 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Tompkins Financial first reported a position in SCHD in Q2 2020 and has held it in 21 quarters since. The position peaked at $121K in Q3 2022. 83 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Tompkins Financial held 353 shares of Schwab US Dividend Equity ETF worth $11.5K as of Q3 2026.
  • Tompkins Financial left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #460 holding.
  • Tompkins Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 21 quarters since.
  • Tompkins Financial's Schwab US Dividend Equity ETF position peaked at $121K in Q3 2022.
  • 83 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.