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

Arkansas Financial 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
2025 Q4	–	Sell	-7,915	Closed	-$216K	–	99
2025 Q3	$216K	Buy	7,915 +26	+0.3%	+$709	0.03%	90
2025 Q2	$209K	Buy	+7,889	New	+$206K	0.03%	79
2024 Q4	–	Sell	-7,803	Closed	-$220K	–	78
2024 Q3	$220K	Buy	7,803 +6	+0.1%	+$163	0.04%	74
2024 Q2	$202K	Sell	7,797 -9,270	-54%	-$241K	0.04%	75
2024 Q1	$459K	Buy	17,067 +33	+0.2%	+$853	0.08%	57
2023 Q4	$432K	Sell	17,034 -6,135	-26%	-$146K	0.08%	55
2023 Q3	$546K	Sell	23,169 -20,505	-47%	-$503K	0.11%	49
2023 Q2	$1.06M	Sell	43,674 -1,959	-4%	-$46.8K	0.21%	42
2023 Q1	$1.11M	Buy	45,633 +32,430	+246%	+$811K	0.23%	40
2022 Q4	$332K	Buy	+13,203	New	+$326K	0.07%	53
2022 Q3	–	Sell	-9,978	Closed	-$238K	–	51
2022 Q2	$238K	Hold	9,978	–	–	0.05%	46
2022 Q1	$262K	Hold	9,978	–	–	0.05%	43
2021 Q4	$269K	Hold	9,978	–	–	0.05%	42
2021 Q3	$247K	Hold	9,978	–	–	0.05%	43
2021 Q2	$252K	Hold	9,978	–	–	0.06%	42
2021 Q1	$243K	Hold	9,978	–	–	0.06%	40
2020 Q4	$213K	Buy	+9,978	New	+$202K	0.05%	44
2020 Q2	–	Sell	-20,457	Closed	-$306K	–	39
2020 Q1	$306K	Buy	+20,457	New	+$367K	0.11%	29

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Arkansas Financial Group's SCHD Position: Q4 2025 in Review

Arkansas Financial Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 7,915 shares — an estimated $216K sold.

Arkansas Financial Group first reported a position in SCHD in Q1 2020 and held it in 18 quarters. The position peaked at $1.11M in Q1 2023. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Arkansas Financial Group reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
Arkansas Financial Group sold 7,915 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $216K.
Arkansas Financial Group first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and held it in 18 quarters.
Arkansas Financial Group's Schwab US Dividend Equity ETF position peaked at $1.11M in Q1 2023.
1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Arkansas Financial Group's 13F filing for Q4 2025, filed 28 Jan 2026.