Clarius Group LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clarius Group LLC’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	$2.11M	Buy	76,831 +1,985	+3%	+$54K	0.12%	69
2025 Q3	$2.04M	Buy	74,846 +1,300	+2%	+$35.5K	0.12%	72
2025 Q2	$1.95M	Buy	73,546 +130	+0.2%	+$3.4K	0.11%	78
2025 Q1	$2.05M	Buy	73,416 +22,440	+44%	+$626K	0.13%	69
2024 Q4	$1.39M	Buy	50,976 +7,683	+18%	+$218K	0.1%	98
2024 Q3	$1.11M	Buy	43,293 +15,807	+58%	+$431K	0.08%	114
2024 Q2	$712K	Buy	+27,486	New	+$715K	0.05%	165
2020 Q1	–	Sell	-23,886	Closed	-$466K	–	295
2019 Q4	$466K	Hold	23,886	–	–	0.07%	138
2019 Q3	$436K	Buy	23,886 +2,724	+13%	+$48.8K	0.08%	136
2019 Q2	$374K	Buy	21,162 +5,649	+36%	+$99.4K	0.08%	136
2019 Q1	$270K	Buy	+15,513	New	+$261K	0.07%	156
2018 Q4	–	Sell	-26,124	Closed	-$462K	–	137
2018 Q3	$462K	Buy	26,124 +3,924	+18%	+$67.9K	0.16%	65
2018 Q2	$365K	Buy	+22,200	New	+$365K	0.15%	59

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

SLI

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

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Clarius Group LLC's SCHD Position: Q4 2025 in Review

Clarius Group LLC increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.7% in Q4 2025, buying an estimated $54K and bringing the position to 76,831 shares worth $2.11M. The position accounts for 0.12% of the portfolio, ranked #69.

Clarius Group LLC first reported a position in SCHD in Q2 2018 and has held it in 13 quarters since. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Clarius Group LLC held 76,831 shares of Schwab US Dividend Equity ETF worth $2.11M as of Q4 2025.
Clarius Group LLC bought 1,985 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $54K.
Schwab US Dividend Equity ETF made up 0.12% of Clarius Group LLC's portfolio in Q4 2025, its #69 holding.
Clarius Group LLC first reported a position in Schwab US Dividend Equity ETF in Q2 2018 and has held it in 13 quarters since.
1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.