VMS Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

VMS Asset 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	$9.82M	Buy	+301,970	New	+$10.2M	3.73%	6

Other funds holding SCHD

KFP

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

HFS

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VMS Asset Management's SCHD Position: Q3 2026 in Review

VMS Asset Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 301,970 shares worth $9.82M. The stake represents 3.73% of the portfolio and ranks #6 among its holdings.

425 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

VMS Asset Management held 301,970 shares of Schwab US Dividend Equity ETF worth $9.82M as of Q3 2026.
Schwab US Dividend Equity ETF was a new VMS Asset Management position in Q3 2026.
Schwab US Dividend Equity ETF made up 3.73% of VMS Asset Management's portfolio in Q3 2026, its #6 holding.
425 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on VMS Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.