YANKCOM Partnership’s Schwab US Dividend Equity ETF SCHD Stock Holding History

YANKCOM Partnership’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	$158K	Sell	4,845 -3,285	-40%	-$111K	0.05%	161
2026 Q2	$258K	Hold	8,130	–	–	0.09%	134
2026 Q1	$249K	Sell	8,130 -3,923	-33%	-$119K	0.1%	130
2025 Q4	$331K	Buy	12,053 +3,923	+48%	+$107K	0.14%	114
2025 Q3	$222K	Sell	8,130 -4,791	-37%	-$131K	0.1%	129
2025 Q2	$342K	Hold	12,921	–	–	0.17%	113
2025 Q1	$361K	Hold	12,921	–	–	0.2%	108
2024 Q4	$353K	Buy	+12,921	New	+$367K	0.19%	113

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $1.06B AUM 17.1% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

YANKCOM Partnership's SCHD Position: Q3 2026 in Review

YANKCOM Partnership reduced its Schwab US Dividend Equity ETF (SCHD) stake by 40% in Q3 2026, selling an estimated $111K and leaving 4,845 shares worth $158K. The position accounts for 0.05% of the portfolio, ranked #161.

YANKCOM Partnership first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. The position peaked at $361K in Q1 2025. 1,630 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

YANKCOM Partnership held 4,845 shares of Schwab US Dividend Equity ETF worth $158K as of Q3 2026.
YANKCOM Partnership sold 3,285 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $111K.
Schwab US Dividend Equity ETF made up 0.05% of YANKCOM Partnership's portfolio in Q3 2026, its #161 holding.
YANKCOM Partnership first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
YANKCOM Partnership's Schwab US Dividend Equity ETF position peaked at $361K in Q1 2025.
1,630 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.