W Advisors LLC
SCHD icon

W Advisors LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

W Advisors LLC’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 		$1.68M Buy
51,596
+2,744
+6% +$92.5K 0.73% 29
2026
Q2 		$1.55M Buy
48,852
+1,893
+4% +$60.1K 0.7% 34
2026
Q1 		$1.44M Buy
46,959
+120
+0.3% +$3.64K 0.74% 36
2025
Q4 		$1.28M Buy
46,839
+2,283
+5% +$62.1K 0.65% 37
2025
Q3 		$1.22M Buy
44,556
+4,047
+10% +$110K 0.64% 39
2025
Q2 		$1.07M Buy
40,509
+7,533
+23% +$197K 0.62% 39
2025
Q1 		$922K Buy
32,976
+2,319
+8% +$64.6K 0.58% 44
2024
Q4 		$838K Buy
30,657
+4,095
+15% +$116K 0.52% 45
2024
Q3 		$748K Buy
26,562
+4,464
+20% +$122K 0.46% 50
2024
Q2 		$573K Buy
22,098
+1,923
+10% +$50.1K 0.38% 59
2024
Q1 		$542K Buy
20,175
+1,317
+7% +$34K 0.37% 60
2023
Q4 		$479K Buy
18,858
+1,881
+11% +$44.8K 0.35% 66
2023
Q3 		$400K Buy
16,977
+1,563
+10% +$38.4K 0.33% 62
2023
Q2 		$373K Hold
15,414
– – 0.29% 70
2023
Q1 		$376K Buy
15,414
+7,113
+86% +$178K 0.31% 71
2022
Q4 		$209K Buy
+8,301
New +$205K 0.17% 102

Other funds holding SCHD

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

W Advisors LLC's SCHD Position: Q3 2026 in Review

W Advisors LLC increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.6% in Q3 2026, buying an estimated $92.5K and bringing the position to 51,596 shares worth $1.68M. The position accounts for 0.73% of the portfolio, ranked #29.

W Advisors LLC first reported a position in SCHD in Q4 2022 and has held it in 16 quarters since. 1,653 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • W Advisors LLC held 51,596 shares of Schwab US Dividend Equity ETF worth $1.68M as of Q3 2026.
  • W Advisors LLC bought 2,744 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $92.5K.
  • Schwab US Dividend Equity ETF made up 0.73% of W Advisors LLC's portfolio in Q3 2026, its #29 holding.
  • W Advisors LLC first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.