Weaver Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Weaver Capital 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	$100K	Buy	3,079 +49	+2%	+$1.65K	0.02%	160
2026 Q2	$93K	Hold	3,030	–	–	0.02%	155
2026 Q1	$93K	Buy	3,030 +25	+0.8%	+$758	0.02%	157
2025 Q4	$82.4K	Buy	3,005 +30	+1%	+$816	0.02%	169
2025 Q3	$81.2K	Buy	2,975 +28	+1%	+$764	0.02%	173
2025 Q2	$78.1K	Buy	+2,947	New	+$77K	0.02%	172

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Weaver Capital Management's SCHD Position: Q3 2026 in Review

Weaver Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.6% in Q3 2026, buying an estimated $1.65K and bringing the position to 3,079 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #160.

Weaver Capital Management first reported a position in SCHD in Q2 2025 and has held it in 6 quarters since. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Weaver Capital Management held 3,079 shares of Schwab US Dividend Equity ETF worth $100K as of Q3 2026.
Weaver Capital Management bought 49 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $1.65K.
Schwab US Dividend Equity ETF made up 0.02% of Weaver Capital Management's portfolio in Q3 2026, its #160 holding.
Weaver Capital Management first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 6 quarters since.
2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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