VVP
SCHD icon

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
Q2 		– Sell
-1,000
Closed -$30.7K – 775
2026
Q1 		$30.7K Buy
+1,000
New +$30.3K ﹤0.01% 640

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
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 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. 126 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.
  • 126 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.