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

World Equity 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	$911K	Sell	28,014 -30,535	-52%	-$1.03M	0.38%	57
2026 Q2	$1.86M	Sell	58,549 -1,020	-2%	-$32.4K	0.42%	52
2026 Q1	$1.83M	Sell	59,569 -9,749	-14%	-$296K	0.47%	42
2025 Q4	$1.9M	Buy	69,318 +2,298	+3%	+$62.5K	0.53%	36
2025 Q3	$1.83M	Buy	67,020 +2,365	+4%	+$64.5K	0.42%	50
2025 Q2	$1.71M	Buy	64,655 +9,465	+17%	+$247K	0.47%	42
2025 Q1	$1.54M	Sell	55,190 -54,046	-49%	-$1.51M	0.44%	52
2024 Q4	$2.98M	Buy	109,236 +66,309	+154%	+$1.89M	0.64%	39
2024 Q3	$1.21M	Sell	42,927 -13,308	-24%	-$363K	0.44%	56
2024 Q2	$1.46M	Sell	56,235 -58,593	-51%	-$1.53M	0.44%	63
2024 Q1	$3.09M	Buy	114,828 +5,580	+5%	+$144K	0.63%	35
2023 Q4	$2.77M	Buy	109,248 +16,344	+18%	+$389K	0.56%	40
2023 Q3	$2.19M	Buy	92,904 +48,243	+108%	+$1.18M	0.46%	52
2023 Q2	$1.08M	Buy	+44,661	New	+$1.07M	0.32%	87
2023 Q1	–	Sell	-31,503	Closed	-$793K	–	572
2022 Q4	$793K	Buy	31,503 +840	+3%	+$20.7K	0.19%	128
2022 Q3	$679K	Buy	30,663 +489	+2%	+$11.9K	0.17%	137
2022 Q2	$720K	Buy	30,174 +5,277	+21%	+$134K	0.18%	141
2022 Q1	$655K	Buy	+24,897	New	+$652K	0.14%	175

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

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

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

World Equity Group's SCHD Position: Q3 2026 in Review

World Equity Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 52% in Q3 2026, selling an estimated $1.03M and leaving 28,014 shares worth $911K. The position accounts for 0.38% of the portfolio, ranked #57.

World Equity Group first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.09M in Q1 2024. 641 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

World Equity Group held 28,014 shares of Schwab US Dividend Equity ETF worth $911K as of Q3 2026.
World Equity Group sold 30,535 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $1.03M.
Schwab US Dividend Equity ETF made up 0.38% of World Equity Group's portfolio in Q3 2026, its #57 holding.
World Equity Group first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
World Equity Group's Schwab US Dividend Equity ETF position peaked at $3.09M in Q1 2024.
641 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.