Whitaker-Myers Wealth Managers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Whitaker-Myers Wealth Managers’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	$36.5M	Buy	1,121,047 +79,034	+8%	+$2.66M	5.94%	5
2026 Q2	$33M	Buy	1,042,013 +61,308	+6%	+$1.94M	5.52%	5
2026 Q1	$30.1M	Buy	980,705 +4,748	+0.5%	+$144K	6%	3
2025 Q4	$26.8M	Sell	975,957 -40,221	-4%	-$1.09M	5.58%	4
2025 Q3	$27.7M	Buy	1,016,178 +66,033	+7%	+$1.8M	6.05%	4
2025 Q2	$25.2M	Buy	950,145 +51,041	+6%	+$1.33M	6.34%	4
2025 Q1	$25.1M	Buy	899,104 +84,078	+10%	+$2.34M	7.05%	3
2024 Q4	$22.3M	Buy	815,026 +92,872	+13%	+$2.64M	6.49%	4
2024 Q3	$20.3M	Buy	722,154 +30,939	+4%	+$843K	6.77%	4
2024 Q2	$17.9M	Buy	691,215 +7,461	+1%	+$194K	6.62%	4
2024 Q1	$18.4M	Buy	683,754 +73,962	+12%	+$1.91M	7.75%	4
2023 Q4	$15.5M	Buy	609,792 +66,663	+12%	+$1.59M	7.71%	3
2023 Q3	$12.8M	Buy	543,129 +96,342	+22%	+$2.36M	7.95%	2
2023 Q2	$10.8M	Buy	446,787 +61,344	+16%	+$1.47M	7.24%	2
2023 Q1	$9.4M	Buy	385,443 +69,567	+22%	+$1.74M	7.28%	2
2022 Q4	$7.95M	Buy	+315,876	New	+$7.8M	7.63%	2

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

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 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

FFA

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

AIA

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Whitaker-Myers Wealth Managers's SCHD Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its Schwab US Dividend Equity ETF (SCHD) stake by 7.6% in Q3 2026, buying an estimated $2.66M and bringing the position to 1,121,047 shares worth $36.5M. The position accounts for 5.94% of the portfolio, ranked #5.

Whitaker-Myers Wealth Managers first reported a position in SCHD in Q4 2022 and has held it in 16 quarters since. 212 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Whitaker-Myers Wealth Managers held 1,121,047 shares of Schwab US Dividend Equity ETF worth $36.5M as of Q3 2026.
Whitaker-Myers Wealth Managers bought 79,034 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $2.66M.
Schwab US Dividend Equity ETF made up 5.94% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #5 holding.
Whitaker-Myers Wealth Managers first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 16 quarters since.
212 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.