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

TPG 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	$4.24M	Sell	130,421 -4,281	-3%	-$144K	2.27%	12
2026 Q2	$4.27M	Buy	134,702 +687	+0.5%	+$21.8K	2.34%	11
2026 Q1	$4.11M	Buy	134,015 +5,244	+4%	+$159K	2.56%	9
2025 Q4	$3.53M	Buy	128,771 +3,669	+3%	+$100K	2.2%	12
2025 Q3	$3.42M	Buy	125,102 +5,051	+4%	+$138K	2.25%	11
2025 Q2	$3.18M	Buy	120,051 +3,095	+3%	+$80.8K	2.3%	11
2025 Q1	$3.27M	Sell	116,956 -1,854	-2%	-$51.7K	2.58%	10
2024 Q4	$3.25M	Buy	118,810 +4,459	+4%	+$127K	2.54%	11
2024 Q3	$3.22M	Sell	114,351 -927	-0.8%	-$25.3K	2.52%	11
2024 Q2	$2.99M	Buy	+115,278	New	+$3M	2.54%	11

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

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 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

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

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

TPG Advisors's SCHD Position: Q3 2026 in Review

TPG Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.2% in Q3 2026, selling an estimated $144K and leaving 130,421 shares worth $4.24M. The position accounts for 2.27% of the portfolio, ranked #12.

TPG Advisors first reported a position in SCHD in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.27M in Q2 2026. 513 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

TPG Advisors held 130,421 shares of Schwab US Dividend Equity ETF worth $4.24M as of Q3 2026.
TPG Advisors sold 4,281 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $144K.
Schwab US Dividend Equity ETF made up 2.27% of TPG Advisors's portfolio in Q3 2026, its #12 holding.
TPG Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 10 quarters since.
TPG Advisors's Schwab US Dividend Equity ETF position peaked at $4.27M in Q2 2026.
513 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on TPG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.