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

Brass Tax 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 Q3	$1.5M	Sell	54,837 -448,572	-89%	-$12.2M	0.25%	47
2025 Q2	$13.3M	Buy	503,409 +15,858	+3%	+$414K	2.57%	10
2025 Q1	$13.6M	Buy	487,551 +15,542	+3%	+$433K	2.86%	9
2024 Q4	$12.9M	Sell	472,009 -11,519	-2%	-$327K	2.71%	9
2024 Q3	$13.6M	Buy	483,528 +401,103	+487%	+$10.9M	2.92%	8
2024 Q2	$2.14M	Buy	82,425 +59,355	+257%	+$1.55M	0.92%	24
2024 Q1	$620K	Buy	+23,070	New	+$596K	0.32%	44

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

SLI

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Brass Tax Wealth Management's SCHD Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 89% in Q3 2025, selling an estimated $12.2M and leaving 54,837 shares worth $1.5M. The position accounts for 0.25% of the portfolio, ranked #47.

Brass Tax Wealth Management first reported a position in SCHD in Q1 2024 and has held it in 7 quarters since. The position peaked at $13.6M in Q1 2025. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Brass Tax Wealth Management held 54,837 shares of Schwab US Dividend Equity ETF worth $1.5M as of Q3 2025.
Brass Tax Wealth Management sold 448,572 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $12.2M.
Schwab US Dividend Equity ETF made up 0.25% of Brass Tax Wealth Management's portfolio in Q3 2025, its #47 holding.
Brass Tax Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 7 quarters since.
Brass Tax Wealth Management's Schwab US Dividend Equity ETF position peaked at $13.6M in Q1 2025.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.