True Wealth Design’s Schwab US Dividend Equity ETF SCHD Stock Holding History

True Wealth Design’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	$76.9K	Hold	2,365	–	–	0.02%	362
2026 Q2	$75K	Sell	2,365 -10,146	-81%	-$322K	0.02%	346
2026 Q1	$384K	Buy	+12,511	New	+$380K	0.11%	47
2025 Q4	–	Sell	-1,500	Closed	-$41K	–	2783
2025 Q3	$41K	Buy	1,500 +450	+43%	+$12.3K	0.01%	373
2025 Q2	$27.8K	Sell	1,050 -39	-4%	-$1.02K	0.01%	315
2025 Q1	$30.4K	Sell	1,089 -496	-31%	-$13.8K	0.01%	271
2024 Q4	$43.3K	Buy	1,585 +4	+0.3%	+$114	0.02%	191
2024 Q3	$44.5K	Buy	1,581 +9	+0.6%	+$245	0.02%	159
2024 Q2	$40.7K	Hold	1,572	–	–	0.01%	173
2024 Q1	$42.2K	Buy	1,572 +6	+0.4%	+$155	0.01%	171
2023 Q4	$39.8K	Sell	1,566 -42	-3%	-$1K	0.01%	166
2023 Q3	$37.9K	Buy	1,608 +6	+0.4%	+$147	0.01%	160
2023 Q2	$38.8K	Sell	1,602 -348	-18%	-$8.32K	0.01%	162
2023 Q1	$47.6K	Sell	1,950 -672	-26%	-$16.8K	0.02%	159
2022 Q4	$66K	Buy	+2,622	New	+$64.7K	0.03%	138

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

True Wealth Design's SCHD Position: Q3 2026 in Review

True Wealth Design held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 2,365 shares worth $76.9K. The position accounts for 0.02% of the portfolio, ranked #362.

True Wealth Design first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $384K in Q1 2026. 998 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

True Wealth Design held 2,365 shares of Schwab US Dividend Equity ETF worth $76.9K as of Q3 2026.
True Wealth Design left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
Schwab US Dividend Equity ETF made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #362 holding.
True Wealth Design first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Schwab US Dividend Equity ETF position peaked at $384K in Q1 2026.
998 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.