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Daffy Charitable Fund’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Daffy Charitable Fund’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 		$804K Buy
24,710
+12,486
+102% +$421K 0.08% 52
2026
Q2 		$388K Buy
12,224
+4,249
+53% +$135K 0.03% 70
2026
Q1 		$245K Buy
+7,975
New +$242K 0.05% 60

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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
HHM Wealth Advisors
HHM Wealth Advisors Chattanooga, Tennessee $1.06B AUM 17.1% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Daffy Charitable Fund's SCHD Position: Q3 2026 in Review

Daffy Charitable Fund increased its Schwab US Dividend Equity ETF (SCHD) stake by 102% in Q3 2026, buying an estimated $421K and bringing the position to 24,710 shares worth $804K. The position accounts for 0.08% of the portfolio, ranked #52.

Daffy Charitable Fund first reported a position in SCHD in Q1 2026 and has held it in 3 quarters since. 1,630 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Daffy Charitable Fund held 24,710 shares of Schwab US Dividend Equity ETF worth $804K as of Q3 2026.
  • Daffy Charitable Fund bought 12,486 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $421K.
  • Schwab US Dividend Equity ETF made up 0.08% of Daffy Charitable Fund's portfolio in Q3 2026, its #52 holding.
  • Daffy Charitable Fund first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Daffy Charitable Fund's 13F filing for Q3 2026, filed 10 Nov 2026.