Unique Wealth
SCHD icon

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

Unique Wealth’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 		$569K Sell
17,487
-374
-2% -$12.6K 0.06% 140
2026
Q2 		$566K Buy
17,861
+713
+4% +$22.6K 0.07% 136
2026
Q1 		$526K Buy
17,148
+4,294
+33% +$130K 0.07% 118
2025
Q4 		$353K Buy
12,854
+100
+0.8% +$2.72K 0.05% 143
2025
Q3 		$348K Buy
12,754
+4,794
+60% +$131K 0.05% 139
2025
Q2 		$211K Buy
+7,960
New +$208K 0.03% 169

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Unique Wealth's SCHD Position: Q3 2026 in Review

Unique Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.1% in Q3 2026, selling an estimated $12.6K and leaving 17,487 shares worth $569K. The position accounts for 0.06% of the portfolio, ranked #140.

Unique Wealth first reported a position in SCHD in Q2 2025 and has held it in 6 quarters since. 1,084 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Unique Wealth held 17,487 shares of Schwab US Dividend Equity ETF worth $569K as of Q3 2026.
  • Unique Wealth sold 374 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $12.6K.
  • Schwab US Dividend Equity ETF made up 0.06% of Unique Wealth's portfolio in Q3 2026, its #140 holding.
  • Unique Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,084 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.