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Briaud Financial Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Briaud Financial Planning’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 		– Sell
-44
Closed -$1K – 278
2025
Q2 		$1K Hold
44
– – ﹤0.01% 336
2025
Q1 		$1K Hold
44
– – ﹤0.01% 192
2024
Q4 		$1K Buy
+44
New +$1.25K ﹤0.01% 187

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Briaud Financial Planning's SCHD Position: Q3 2025 in Review

Briaud Financial Planning sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 44 shares — an estimated $1K sold.

Briaud Financial Planning first reported a position in SCHD in Q4 2024 and held it in 3 quarters. The position peaked at $1K in Q2 2025. 1,808 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

  • Briaud Financial Planning reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 44 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $1K.
  • Briaud Financial Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's Schwab US Dividend Equity ETF position peaked at $1K in Q2 2025.
  • 1,808 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.