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Wedmont Private Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wedmont Private Capital’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 		$7.75M Buy
233,756
+11,646
+5% +$393K 0.19% 74
2026
Q2 		$7.2M Buy
222,110
+121,591
+121% +$3.86M 0.2% 68
2026
Q1 		$3.1M Buy
100,519
+802
+0.8% +$24.3K 0.1% 120
2025
Q4 		$2.78M Buy
99,717
+4,959
+5% +$135K 0.1% 128
2025
Q3 		$2.58M Buy
94,758
+2,745
+3% +$74.9K 0.1% 123
2025
Q2 		$2.51M Sell
92,013
-4,839
-5% -$126K 0.11% 115
2025
Q1 		$2.45M Buy
96,852
+5,887
+6% +$164K 0.13% 91
2024
Q4 		$2.46M Buy
90,965
+20,738
+30% +$590K 0.13% 96
2024
Q3 		$1.97M Buy
70,227
+3,348
+5% +$91.2K 0.11% 102
2024
Q2 		$1.78M Buy
66,879
+11,526
+21% +$300K 0.11% 106
2024
Q1 		$1.47M Sell
55,353
-1,338
-2% -$34.6K 0.11% 121
2023
Q4 		$1.45M Buy
56,691
+2,523
+5% +$60.1K 0.12% 110
2023
Q3 		$1.27M Buy
54,168
+1,359
+3% +$33.3K 0.13% 101
2023
Q2 		$1.29M Buy
52,809
+6,522
+14% +$156K 0.14% 97
2023
Q1 		$1.13M Sell
46,287
-25,545
-36% -$639K 0.15% 93
2022
Q4 		$1.86M Buy
71,832
+35,538
+98% +$877K 0.28% 61
2022
Q3 		$804K Buy
36,294
+6
+0% +$146 0.16% 102
2022
Q2 		$866K Buy
36,288
+9,177
+34% +$233K 0.19% 82
2022
Q1 		$717K Buy
27,111
+13,776
+103% +$361K 0.16% 107
2021
Q4 		$364K Buy
+13,335
New +$346K 0.11% 146

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Wedmont Private Capital's SCHD Position: Q3 2026 in Review

Wedmont Private Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.2% in Q3 2026, buying an estimated $393K and bringing the position to 233,756 shares worth $7.75M. The position accounts for 0.19% of the portfolio, ranked #74.

Wedmont Private Capital first reported a position in SCHD in Q4 2021 and has held it in 20 quarters since. 126 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Wedmont Private Capital held 233,756 shares of Schwab US Dividend Equity ETF worth $7.75M as of Q3 2026.
  • Wedmont Private Capital bought 11,646 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $393K.
  • Schwab US Dividend Equity ETF made up 0.19% of Wedmont Private Capital's portfolio in Q3 2026, its #74 holding.
  • Wedmont Private Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • 126 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.