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Charis Legacy Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Charis Legacy Partners’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
-12,531
Closed -$332K – 30
2025
Q2 		$332K Sell
12,531
-9,511
-43% -$248K 0.55% 23
2025
Q1 		$616K Buy
+22,042
New +$614K 1.17% 16

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Cetera Investment Advisers
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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 22.96% 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

Charis Legacy Partners's SCHD Position: Q3 2025 in Review

Charis Legacy Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 12,531 shares — an estimated $332K sold.

Charis Legacy Partners first reported a position in SCHD in Q1 2025 and held it in 2 quarters. The position peaked at $616K in Q1 2025. 1,806 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

  • Charis Legacy Partners reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Charis Legacy Partners sold 12,531 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $332K.
  • Charis Legacy Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and held it in 2 quarters.
  • Charis Legacy Partners's Schwab US Dividend Equity ETF position peaked at $616K in Q1 2025.
  • 1,806 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Charis Legacy Partners's 13F filing for Q3 2025, filed 8 Oct 2025.