Venture Visionary Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Venture Visionary Partners’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	$21.9M	Buy	673,332 +3,752	+0.6%	+$126K	0.57%	36
2026 Q2	$21.2M	Sell	669,580 -15,008	-2%	-$476K	0.59%	35
2026 Q1	$21M	Sell	684,588 -7,600	-1%	-$231K	0.7%	28
2025 Q4	$19.5M	Sell	692,188 -953	-0.1%	-$25.9K	0.63%	33
2025 Q3	$18.9M	Sell	693,141 -580,181	-46%	-$15.8M	0.65%	33
2025 Q2	$33.7M	Sell	1,273,322 -16,476	-1%	-$430K	1.27%	16
2025 Q1	$36.1M	Buy	1,289,798 +112,715	+10%	+$3.14M	1.51%	13
2024 Q4	$32.2M	Sell	1,177,083 -83,946	-7%	-$2.39M	1.36%	12
2024 Q3	$35.5M	Buy	1,261,029 +8,706	+0.7%	+$237K	1.54%	11
2024 Q2	$32.5M	Sell	1,252,323 -10,662	-0.8%	-$278K	1.49%	12
2024 Q1	$33.9M	Buy	1,262,985 +62,448	+5%	+$1.61M	1.61%	9
2023 Q4	$30.5M	Buy	1,200,537 +103,755	+9%	+$2.47M	1.61%	9
2023 Q3	$25.9M	Buy	1,096,782 +45,381	+4%	+$1.11M	1.56%	10
2023 Q2	$25.5M	Buy	1,051,401 +132,294	+14%	+$3.16M	1.5%	10
2023 Q1	$22.4M	Buy	919,107 +56,064	+6%	+$1.4M	1.42%	11
2022 Q4	$21.7M	Buy	863,043 +90,792	+12%	+$2.24M	1.57%	11
2022 Q3	$17.1M	Buy	772,251 +49,545	+7%	+$1.2M	1.39%	12
2022 Q2	$17.3M	Buy	722,706 +41,880	+6%	+$1.07M	1.31%	12
2022 Q1	$17.9M	Buy	680,826 +98,148	+17%	+$2.57M	1.19%	16
2021 Q4	$15.9M	Buy	582,678 +61,068	+12%	+$1.59M	1.04%	22
2021 Q3	$12.9M	Buy	521,610 +66,114	+15%	+$1.68M	0.92%	25
2021 Q2	$11.5M	Buy	455,496 +64,986	+17%	+$1.64M	0.92%	24
2021 Q1	$9.49M	Buy	390,510 +128,691	+49%	+$2.93M	0.79%	31
2020 Q4	$5.6M	Buy	+261,819	New	+$5.31M	0.62%	36

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

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

Venture Visionary Partners's SCHD Position: Q3 2026 in Review

Venture Visionary Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.56% in Q3 2026, buying an estimated $126K and bringing the position to 673,332 shares worth $21.9M. The position accounts for 0.57% of the portfolio, ranked #36.

Venture Visionary Partners first reported a position in SCHD in Q4 2020 and has held it in 24 quarters since. The position peaked at $36.1M in Q1 2025. 108 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Venture Visionary Partners held 673,332 shares of Schwab US Dividend Equity ETF worth $21.9M as of Q3 2026.
Venture Visionary Partners bought 3,752 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $126K.
Schwab US Dividend Equity ETF made up 0.57% of Venture Visionary Partners's portfolio in Q3 2026, its #36 holding.
Venture Visionary Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 24 quarters since.
Venture Visionary Partners's Schwab US Dividend Equity ETF position peaked at $36.1M in Q1 2025.
108 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.