Westhampton Capital
SCHD icon

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

Westhampton 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 		$226K Hold
6,960
– – 0.1% 115
2026
Q2 		$221K Hold
6,960
– – 0.09% 123
2026
Q1 		$214K Buy
+6,960
New +$211K 0.1% 121

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Westhampton Capital's SCHD Position: Q3 2026 in Review

Westhampton Capital held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 6,960 shares worth $226K. The position accounts for 0.1% of the portfolio, ranked #115.

Westhampton Capital first reported a position in SCHD in Q1 2026 and has held it in 3 quarters since. 1,356 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Westhampton Capital held 6,960 shares of Schwab US Dividend Equity ETF worth $226K as of Q3 2026.
  • Westhampton Capital left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
  • Schwab US Dividend Equity ETF made up 0.1% of Westhampton Capital's portfolio in Q3 2026, its #115 holding.
  • Westhampton Capital first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Westhampton Capital's 13F filing for Q3 2026, filed 30 Oct 2026.