James T. Borello RIA’s Schwab US Dividend Equity ETF SCHD Stock Holding History

James T. Borello RIA’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	$82K	Hold	2,522	–	–	0.02%	192
2026 Q2	$80K	Hold	2,522	–	–	0.02%	190
2026 Q1	$77.4K	Hold	2,522	–	–	0.02%	178
2025 Q4	$69.2K	Hold	2,522	–	–	0.02%	158
2025 Q3	$68.9K	Hold	2,522	–	–	0.02%	146
2025 Q2	$66.8K	Buy	2,522 +1,130	+81%	+$29.5K	0.02%	131
2025 Q1	$38.9K	Hold	1,392	–	–	0.01%	132
2024 Q4	$38K	Hold	1,392	–	–	0.01%	117
2024 Q3	$39.2K	Hold	1,392	–	–	0.02%	106
2024 Q2	$36.1K	Hold	1,392	–	–	0.02%	102
2024 Q1	$37.4K	Hold	1,392	–	–	0.02%	99
2023 Q4	$35.3K	Buy	+1,392	New	+$33.2K	0.03%	76

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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

James T. Borello RIA's SCHD Position: Q3 2026 in Review

James T. Borello RIA held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 2,522 shares worth $82K. The position accounts for 0.02% of the portfolio, ranked #192.

James T. Borello RIA first reported a position in SCHD in Q4 2023 and has held it in 12 quarters since. 893 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

James T. Borello RIA held 2,522 shares of Schwab US Dividend Equity ETF worth $82K as of Q3 2026.
James T. Borello RIA left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
Schwab US Dividend Equity ETF made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #192 holding.
James T. Borello RIA first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 12 quarters since.
893 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.