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Base Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Base Wealth Management’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
-7,756
Closed -$212K – 64
2025
Q3 		$212K Sell
7,756
-248,397
-97% -$6.78M 0.12% 56
2025
Q2 		$6.79M Buy
256,153
+7,552
+3% +$197K 4.35% 10
2025
Q1 		$6.95M Buy
+248,601
New +$6.93M 5.3% 6

Other funds holding SCHD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Base Wealth Management's SCHD Position: Q4 2025 in Review

Base Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 7,756 shares — an estimated $212K sold.

Base Wealth Management first reported a position in SCHD in Q1 2025 and held it in 3 quarters. The position peaked at $6.95M in Q1 2025. 1,951 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • Base Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Base Wealth Management sold 7,756 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $212K.
  • Base Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and held it in 3 quarters.
  • Base Wealth Management's Schwab US Dividend Equity ETF position peaked at $6.95M in Q1 2025.
  • 1,951 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Base Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.