Welch Group
SCHD icon

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

Welch 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 		$327K Buy
10,058
+800
+9% +$27K 0.01% 244
2026
Q2 		$294K Buy
9,258
+2,534
+38% +$80.4K 0.01% 250
2026
Q1 		$206K Buy
+6,724
New +$204K 0.01% 295
2025
Q3 		– Sell
-11,724
Closed -$311K – 303
2025
Q2 		$311K Buy
11,724
+3,624
+45% +$94.6K 0.01% 206
2025
Q1 		$223K Buy
8,100
+305
+4% +$8.5K 0.01% 230
2024
Q4 		$212K Buy
7,795
+70
+0.9% +$1.99K 0.01% 245
2024
Q3 		$218K Buy
+7,725
New +$210K 0.01% 248

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Welch Group's SCHD Position: Q3 2026 in Review

Welch Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.6% in Q3 2026, buying an estimated $27K and bringing the position to 10,058 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #244.

Welch Group first reported a position in SCHD in Q3 2024 and has held it in 7 quarters since. 1,472 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Welch Group held 10,058 shares of Schwab US Dividend Equity ETF worth $327K as of Q3 2026.
  • Welch Group bought 800 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $27K.
  • Schwab US Dividend Equity ETF made up 0.01% of Welch Group's portfolio in Q3 2026, its #244 holding.
  • Welch Group first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.