Consolidated Portfolio Review Corp’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Consolidated Portfolio Review Corp’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	–	Sell	-129,036	Closed	-$3.52M	–	324
2025 Q3	$3.52M	Buy	129,036 +2,504	+2%	+$68.3K	0.44%	55
2025 Q2	$3.35M	Buy	126,532 +30,998	+32%	+$810K	0.46%	52
2025 Q1	$2.67M	Sell	95,534 -283	-0.3%	-$7.89K	0.43%	61
2024 Q4	$2.62M	Buy	95,817 +2,973	+3%	+$84.5K	0.41%	62
2024 Q3	$2.62M	Sell	92,844 -1,893	-2%	-$51.6K	0.58%	38
2024 Q2	$2.46M	Sell	94,737 -3,687	-4%	-$96K	0.57%	39
2024 Q1	$2.65M	Buy	98,424 +2,949	+3%	+$76.2K	0.69%	41
2023 Q4	$2.42M	Sell	95,475 -12,051	-11%	-$287K	0.55%	49
2023 Q3	$2.54M	Buy	107,526 +1,080	+1%	+$26.5K	0.62%	38
2023 Q2	$2.58M	Buy	106,446 +8,328	+8%	+$199K	0.61%	41
2023 Q1	$2.39M	Buy	+98,118	New	+$2.45M	0.65%	37

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

Consolidated Portfolio Review Corp's SCHD Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 129,036 shares — an estimated $3.52M sold.

Consolidated Portfolio Review Corp first reported a position in SCHD in Q1 2023 and held it in 11 quarters. The position peaked at $3.52M in Q3 2025. 1,941 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 129,036 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $3.52M.
Consolidated Portfolio Review Corp first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's Schwab US Dividend Equity ETF position peaked at $3.52M in Q3 2025.
1,941 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.