West Paces Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

West Paces Advisors’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	$283K	Sell	8,690 -213	-2%	-$7.18K	0.05%	139
2026 Q2	$282K	Buy	8,903 +7	+0.1%	+$222	0.05%	138
2026 Q1	$273K	Buy	8,896 +168	+2%	+$5.1K	0.05%	133
2025 Q4	$239K	Buy	8,728 +751	+9%	+$20.4K	0.05%	145
2025 Q3	$218K	Sell	7,977 -216	-3%	-$5.89K	0.04%	144
2025 Q2	$217K	Buy	8,193 +3,904	+91%	+$102K	0.05%	144
2025 Q1	$120K	Buy	4,289 +8	+0.2%	+$223	0.03%	173
2024 Q4	$117K	Sell	4,281 -183	-4%	-$5.2K	0.03%	182
2024 Q3	$126K	Buy	4,464 +21	+0.5%	+$572	0.03%	178
2024 Q2	$115K	Sell	4,443 -1,500	-25%	-$39K	0.03%	169
2024 Q1	$160K	Buy	5,943 +42	+0.7%	+$1.08K	0.04%	147
2023 Q4	$150K	Buy	5,901 +12	+0.2%	+$286	0.04%	143
2023 Q3	$139K	Sell	5,889 -4,491	-43%	-$110K	0.04%	137
2023 Q2	$251K	Buy	10,380 +9	+0.1%	+$215	0.07%	112
2023 Q1	$253K	Buy	10,371 +258	+3%	+$6.45K	0.08%	111
2022 Q4	$255K	Sell	10,113 -2,382	-19%	-$58.8K	0.08%	106
2022 Q3	$277K	Buy	12,495 +2,709	+28%	+$65.8K	0.1%	105
2022 Q2	$234K	Buy	9,786 +5,286	+117%	+$134K	0.08%	110
2022 Q1	$118K	Hold	4,500	–	–	0.04%	155
2021 Q4	$121K	Buy	+4,500	New	+$117K	0.04%	147

Other funds holding SCHD

KFP

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

HFS

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

SIG

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

SCA

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

West Paces Advisors's SCHD Position: Q3 2026 in Review

West Paces Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.4% in Q3 2026, selling an estimated $7.18K and leaving 8,690 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #139.

West Paces Advisors first reported a position in SCHD in Q4 2021 and has held it in 20 quarters since. 305 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

West Paces Advisors held 8,690 shares of Schwab US Dividend Equity ETF worth $283K as of Q3 2026.
West Paces Advisors sold 213 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $7.18K.
Schwab US Dividend Equity ETF made up 0.05% of West Paces Advisors's portfolio in Q3 2026, its #139 holding.
West Paces Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 20 quarters since.
305 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.