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

Wealthstar Advisors’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	$557K	Hold	17,122	–	–	0.16%	80
2026 Q2	$543K	Hold	17,122	–	–	0.16%	84
2026 Q1	$525K	Buy	17,122 +1,064	+7%	+$32.3K	0.25%	83
2025 Q4	$440K	Sell	16,058 -549	-3%	-$14.9K	0.19%	94
2025 Q3	$453K	Buy	16,607 +629	+4%	+$17.2K	0.18%	104
2025 Q2	$423K	Hold	15,978	–	–	0.16%	107
2025 Q1	$447K	Hold	15,978	–	–	0.2%	99
2024 Q4	$437K	Buy	+15,978	New	+$454K	0.19%	94

Other funds holding SCHD

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

LPL Financial San Diego, California $468B AUM 17.69% 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

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Wealthstar Advisors's SCHD Position: Q3 2026 in Review

Wealthstar Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 17,122 shares worth $557K. The position accounts for 0.16% of the portfolio, ranked #80.

Wealthstar Advisors first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. 1,414 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Wealthstar Advisors held 17,122 shares of Schwab US Dividend Equity ETF worth $557K as of Q3 2026.
Wealthstar Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
Schwab US Dividend Equity ETF made up 0.16% of Wealthstar Advisors's portfolio in Q3 2026, its #80 holding.
Wealthstar Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
1,414 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Wealthstar Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.