Tradition Wealth Management
SCHD icon

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

Tradition 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 		$28.5M Buy
876,302
+18,273
+2% +$616K 1.7% 13
2026
Q2 		$27.2M Buy
858,029
+30,739
+4% +$975K 1.66% 10
2026
Q1 		$25.4M Buy
827,290
+48,561
+6% +$1.47M 1.81% 9
2025
Q4 		$21.4M Sell
778,729
-8,918
-1% -$242K 1.53% 13
2025
Q3 		$21.5M Sell
787,647
-22,156
-3% -$604K 1.59% 11
2025
Q2 		$21.5M Buy
809,803
+30,492
+4% +$796K 1.71% 11
2025
Q1 		$21.8M Buy
779,311
+20,459
+3% +$570K 1.92% 8
2024
Q4 		$20.7M Buy
758,852
+3,029
+0.4% +$86.1K 1.83% 7
2024
Q3 		$21.3M Buy
755,823
+9,300
+1% +$253K 1.9% 9
2024
Q2 		$19.3M Sell
746,523
-227,367
-23% -$5.92M 1.87% 10
2024
Q1 		$26.2M Buy
973,890
+32,805
+3% +$847K 2.65% 5
2023
Q4 		$23.9M Sell
941,085
-92,991
-9% -$2.22M 2.5% 7
2023
Q3 		$24.4M Sell
1,034,076
-26,274
-2% -$645K 2.9% 4
2023
Q2 		$25.7M Sell
1,060,350
-199,227
-16% -$4.76M 3% 4
2023
Q1 		$30.7M Buy
1,259,577
+8,997
+0.7% +$225K 3.82% 2
2022
Q4 		$31.5M Buy
1,250,580
+1,080
+0.1% +$26.7K 4.45% 2
2022
Q3 		$27.7M Buy
1,249,500
+45,906
+4% +$1.12M 4.16% 2
2022
Q2 		$28.7M Buy
1,203,594
+24,297
+2% +$618K 4.17% 2
2022
Q1 		$31M Buy
1,179,297
+57,546
+5% +$1.51M 3.96% 1
2021
Q4 		$30.2M Buy
1,121,751
+95,799
+9% +$2.49M 3.8% 1
2021
Q3 		$25.4M Buy
1,025,952
+36,201
+4% +$920K 3.61% 2
2021
Q2 		$24.9M Buy
989,751
+17,937
+2% +$453K 3.73% 2
2021
Q1 		$23.6M Buy
971,814
+54,240
+6% +$1.23M 4.09% 1
2020
Q4 		$19.6M Buy
+917,574
New +$18.6M 3.8% 2

Other funds holding SCHD

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

Tradition Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.1% in Q3 2026, buying an estimated $616K and bringing the position to 876,302 shares worth $28.5M. The position accounts for 1.7% of the portfolio, ranked #13.

Tradition Wealth Management first reported a position in SCHD in Q4 2020 and has held it in 24 quarters since. The position peaked at $31.5M in Q4 2022. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Tradition Wealth Management held 876,302 shares of Schwab US Dividend Equity ETF worth $28.5M as of Q3 2026.
  • Tradition Wealth Management bought 18,273 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $616K.
  • Schwab US Dividend Equity ETF made up 1.7% of Tradition Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Tradition Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 24 quarters since.
  • Tradition Wealth Management's Schwab US Dividend Equity ETF position peaked at $31.5M in Q4 2022.
  • 2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.