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Charter Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Charter Capital 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 		– Sell
-10,496
Closed -$278K – 65
2025
Q2 		$278K Buy
+10,496
New +$274K 0.16% 53

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Bank of America
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Envestnet Asset Management
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Charter Capital Management's SCHD Position: Q3 2025 in Review

Charter Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 10,496 shares — an estimated $278K sold.

Charter Capital Management first reported a position in SCHD in Q2 2025 and held it in 1 quarter. The position peaked at $278K in Q2 2025. 1,808 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

  • Charter Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Charter Capital Management sold 10,496 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $278K.
  • Charter Capital Management first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and held it in 1 quarter.
  • Charter Capital Management's Schwab US Dividend Equity ETF position peaked at $278K in Q2 2025.
  • 1,808 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Charter Capital Management's 13F filing for Q3 2025, filed 28 Oct 2025.