Weitzel Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Weitzel Financial Services’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	$23.4M	Buy	716,682 +7,540	+1%	+$254K	7.88%	3
2026 Q2	$22.8M	Buy	709,142 +25,665	+4%	+$814K	7.76%	3
2026 Q1	$21M	Buy	683,477 +25,930	+4%	+$787K	7.9%	3
2025 Q4	$18.2M	Buy	657,547 +27,514	+4%	+$748K	7.06%	3
2025 Q3	$16.8M	Buy	630,033 +20,488	+3%	+$559K	6.83%	4
2025 Q2	$16.3M	Buy	609,545 +15,372	+3%	+$401K	6.91%	4
2025 Q1	$15.9M	Sell	594,173 -6,118	-1%	-$171K	7.57%	4
2024 Q4	$16.5M	Buy	600,291 +24,090	+4%	+$685K	7.78%	3
2024 Q3	$16.2M	Buy	576,201 +21,696	+4%	+$591K	7.59%	3
2024 Q2	$14.3M	Buy	554,505 +11,520	+2%	+$300K	7.14%	3
2024 Q1	$14.5M	Buy	542,985 +55,077	+11%	+$1.42M	7.32%	3
2023 Q4	$12.5M	Buy	487,908 +8,355	+2%	+$199K	6.72%	5
2023 Q3	$11.1M	Buy	479,553 +452,151	+1,650%	+$11.1M	6.48%	5
2023 Q2	$663K	Buy	27,402 +17,982	+191%	+$430K	0.38%	23
2023 Q1	$231K	Buy	+9,420	New	+$236K	0.14%	33

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

Weitzel Financial Services's SCHD Position: Q3 2026 in Review

Weitzel Financial Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.1% in Q3 2026, buying an estimated $254K and bringing the position to 716,682 shares worth $23.4M. The position accounts for 7.88% of the portfolio, ranked #3.

Weitzel Financial Services first reported a position in SCHD in Q1 2023 and has held it in 15 quarters since. 724 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Weitzel Financial Services held 716,682 shares of Schwab US Dividend Equity ETF worth $23.4M as of Q3 2026.
Weitzel Financial Services bought 7,540 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $254K.
Schwab US Dividend Equity ETF made up 7.88% of Weitzel Financial Services's portfolio in Q3 2026, its #3 holding.
Weitzel Financial Services first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 15 quarters since.
724 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.