Clearview Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clearview Wealth Advisors’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	$728K	Sell	26,527 -8,269	-24%	-$225K	0.46%	45
2025 Q3	$950K	Sell	34,796 -1,660	-5%	-$45.3K	0.61%	39
2025 Q2	$966K	Sell	36,456 -132	-0.4%	-$3.45K	0.67%	34
2025 Q1	$1.02M	Sell	36,588 -15,733	-30%	-$439K	0.76%	30
2024 Q4	$1.43M	Sell	52,321 -11,840	-18%	-$337K	1.09%	24
2024 Q3	$1.81M	Sell	64,161 -19,335	-23%	-$527K	1.39%	18
2024 Q2	$2.16M	Sell	83,496 -69,573	-45%	-$1.81M	1.89%	14
2024 Q1	$4.11M	Buy	153,069 +11,112	+8%	+$287K	4.2%	4
2023 Q4	$3.6M	Buy	141,957 +2,421	+2%	+$57.7K	4.2%	2
2023 Q3	$3.29M	Buy	139,536 +13,623	+11%	+$334K	4.08%	2
2023 Q2	$3.05M	Sell	125,913 -23,007	-15%	-$550K	3.1%	2
2023 Q1	$3.63M	Sell	148,920 -355,926	-71%	-$8.9M	3.68%	2
2022 Q4	$12.7M	Sell	504,846 -140,505	-22%	-$3.47M	9.82%	1
2022 Q3	$14.3M	Buy	645,351 +63,057	+11%	+$1.53M	11.33%	1
2022 Q2	$13.9M	Buy	582,294 +432,219	+288%	+$11M	10.42%	2
2022 Q1	$3.95M	Buy	150,075 +139,074	+1,264%	+$3.64M	2.59%	7
2021 Q4	$296K	Sell	11,001 -882	-7%	-$22.9K	0.18%	96
2021 Q3	$294K	Sell	11,883 -35,700	-75%	-$907K	0.19%	99
2021 Q2	$1.2M	Buy	47,583 +16,965	+55%	+$428K	0.74%	32
2021 Q1	$744K	Buy	30,618 +27,006	+748%	+$614K	0.48%	46
2020 Q4	$77K	Buy	+3,612	New	+$73.2K	0.05%	160

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

Clearview Wealth Advisors's SCHD Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 24% in Q4 2025, selling an estimated $225K and leaving 26,527 shares worth $728K. The position accounts for 0.46% of the portfolio, ranked #45.

Clearview Wealth Advisors first reported a position in SCHD in Q4 2020 and has held it in 21 quarters since. The position peaked at $14.3M in Q3 2022. 1,945 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Clearview Wealth Advisors held 26,527 shares of Schwab US Dividend Equity ETF worth $728K as of Q4 2025.
Clearview Wealth Advisors sold 8,269 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $225K.
Schwab US Dividend Equity ETF made up 0.46% of Clearview Wealth Advisors's portfolio in Q4 2025, its #45 holding.
Clearview Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 21 quarters since.
Clearview Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $14.3M in Q3 2022.
1,945 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.