Clark Financial Services Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clark Financial Services Group’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	-131,700	Closed	-$3.49M	–	105
2025 Q2	$3.49M	Buy	131,700 +1,062	+0.8%	+$27.7K	2.15%	12
2025 Q1	$3.65M	Sell	130,638 -404	-0.3%	-$11.3K	2.53%	8
2024 Q4	$3.58M	Sell	131,042 -1,771	-1%	-$50.3K	2.74%	11
2024 Q3	$3.74M	Buy	+132,813	New	+$3.62M	3.4%	7
2022 Q1	$6.7M	Buy	+254,751	New	+$6.67M	4.91%	7

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Clark Financial Services Group's SCHD Position: Q3 2025 in Review

Clark Financial Services Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 131,700 shares — an estimated $3.49M sold.

Clark Financial Services Group first reported a position in SCHD in Q1 2022 and held it in 5 quarters. The position peaked at $6.7M in Q1 2022. 1,806 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Clark Financial Services Group reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
Clark Financial Services Group sold 131,700 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $3.49M.
Clark Financial Services Group first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 5 quarters.
Clark Financial Services Group's Schwab US Dividend Equity ETF position peaked at $6.7M in Q1 2022.
1,806 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Clark Financial Services Group's 13F filing for Q3 2025, filed 31 Oct 2025.