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

Waterfront 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	$419K	Sell	12,086 -1,776	-13%	-$59.9K	0.07%	233
2026 Q2	$449K	Buy	13,862 +2,054	+17%	+$65.2K	0.07%	221
2026 Q1	$362K	Sell	11,808 -471	-4%	-$14.3K	0.07%	230
2025 Q4	$359K	Sell	12,279 -466	-4%	-$12.7K	0.07%	220
2025 Q3	$344K	Sell	12,745 -985	-7%	-$26.9K	0.07%	214
2025 Q2	$364K	Buy	+13,730	New	+$359K	0.08%	209

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Waterfront Wealth's SCHD Position: Q3 2026 in Review

Waterfront Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q3 2026, selling an estimated $59.9K and leaving 12,086 shares worth $419K. The position accounts for 0.07% of the portfolio, ranked #233.

Waterfront Wealth first reported a position in SCHD in Q2 2025 and has held it in 6 quarters since. The position peaked at $449K in Q2 2026. 1,278 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Waterfront Wealth held 12,086 shares of Schwab US Dividend Equity ETF worth $419K as of Q3 2026.
Waterfront Wealth sold 1,776 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $59.9K.
Schwab US Dividend Equity ETF made up 0.07% of Waterfront Wealth's portfolio in Q3 2026, its #233 holding.
Waterfront Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 6 quarters since.
Waterfront Wealth's Schwab US Dividend Equity ETF position peaked at $449K in Q2 2026.
1,278 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.