Weaver Consulting Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Weaver Consulting Group’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	$2.29M	Sell	70,454 -348	-0.5%	-$11.7K	0.45%	56
2026 Q2	$2.25M	Buy	70,802 +414	+0.6%	+$13.1K	0.46%	53
2026 Q1	$2.16M	Buy	70,388 +950	+1%	+$28.8K	0.51%	52
2025 Q4	$1.9M	Sell	69,438 -16,207	-19%	-$441K	0.47%	55
2025 Q3	$2.34M	Sell	85,645 -3,196	-4%	-$87.2K	0.59%	43
2025 Q2	$2.35M	Sell	88,841 -6,433	-7%	-$168K	0.65%	39
2025 Q1	$2.66M	Sell	95,274 -2,036	-2%	-$56.8K	0.8%	34
2024 Q4	$2.66M	Buy	97,310 +2,198	+2%	+$62.5K	0.82%	31
2024 Q3	$2.68M	Hold	95,112	–	–	0.85%	32
2024 Q2	$2.47M	Buy	95,112 +1,503	+2%	+$39.1K	0.86%	31
2024 Q1	$2.52M	Buy	93,609 +15,261	+19%	+$394K	0.93%	28
2023 Q4	$1.99M	Buy	78,348 +8,130	+12%	+$194K	0.81%	33
2023 Q3	$1.66M	Hold	70,218	–	–	0.75%	37
2023 Q2	$1.7M	Sell	70,218 -24,615	-26%	-$588K	0.75%	37
2023 Q1	$2.31M	Sell	94,833 -1,593	-2%	-$39.8K	1.06%	23
2022 Q4	$2.43M	Sell	96,426 -717	-0.7%	-$17.7K	1.24%	20
2022 Q3	$2.15M	Hold	97,143	–	–	1.23%	20
2022 Q2	$2.32M	Sell	97,143 -1,413	-1%	-$35.9K	1.3%	19
2022 Q1	$2.59M	Hold	98,556	–	–	1.26%	20
2021 Q4	$2.66M	Sell	98,556 -300	-0.3%	-$7.79K	1.28%	20
2021 Q3	$2.45M	Hold	98,856	–	–	1.33%	19
2021 Q2	$2.49M	Sell	98,856 -3,300	-3%	-$83.3K	1.4%	18
2021 Q1	$2.48M	Buy	102,156 +4,650	+5%	+$106K	1.52%	16
2020 Q4	$2.08M	Buy	97,506 +37,710	+63%	+$765K	1.3%	19
2020 Q3	$1.1M	Hold	59,796	–	–	0.63%	33
2020 Q2	$1.03M	Hold	59,796	–	–	0.6%	34
2020 Q1	$897K	Sell	59,796 -1,185	-2%	-$21.3K	0.59%	37
2019 Q4	$1.11M	Hold	60,981	–	–	0.6%	35
2019 Q3	$1.11M	Buy	60,981 +3,900	+7%	+$69.8K	0.59%	35
2019 Q2	$1.01M	Hold	57,081	–	–	0.55%	39
2019 Q1	$1M	Buy	+57,081	New	+$960K	0.28%	66

Other funds holding SCHD

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

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

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

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

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Weaver Consulting Group's SCHD Position: Q3 2026 in Review

Weaver Consulting Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.49% in Q3 2026, selling an estimated $11.7K and leaving 70,454 shares worth $2.29M. The position accounts for 0.45% of the portfolio, ranked #56.

Weaver Consulting Group first reported a position in SCHD in Q1 2019 and has held it in 31 quarters since. The position peaked at $2.68M in Q3 2024. 796 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Weaver Consulting Group held 70,454 shares of Schwab US Dividend Equity ETF worth $2.29M as of Q3 2026.
Weaver Consulting Group sold 348 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $11.7K.
Schwab US Dividend Equity ETF made up 0.45% of Weaver Consulting Group's portfolio in Q3 2026, its #56 holding.
Weaver Consulting Group first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 31 quarters since.
Weaver Consulting Group's Schwab US Dividend Equity ETF position peaked at $2.68M in Q3 2024.
796 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.