Brooks Moore & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Brooks Moore & Associates’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	-1,965	Closed	-$1.31M	–	110
2025 Q3	$1.31M	Sell	1,965 -20,850	-91%	-$569K	0.67%	51
2025 Q2	$605K	Sell	22,815 -10,050	-31%	-$262K	0.33%	71
2025 Q1	$919K	Buy	+32,865	New	+$916K	0.52%	53

Other funds holding SCHD

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brooks Moore & Associates's SCHD Position: Q4 2025 in Review

Brooks Moore & Associates sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 1,965 shares — an estimated $1.31M sold.

Brooks Moore & Associates first reported a position in SCHD in Q1 2025 and held it in 3 quarters. The position peaked at $1.31M in Q3 2025. 1,941 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Brooks Moore & Associates reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
Brooks Moore & Associates sold 1,965 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $1.31M.
Brooks Moore & Associates first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and held it in 3 quarters.
Brooks Moore & Associates's Schwab US Dividend Equity ETF position peaked at $1.31M in Q3 2025.
1,941 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Brooks Moore & Associates's 13F filing for Q4 2025, filed 17 Feb 2026.