Empowered Funds’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Empowered Funds’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	-10,570	Closed	-$289K	–	1738
2025 Q3	$289K	Buy	10,570 +156	+1%	+$4.26K	﹤0.01%	1602
2025 Q2	$276K	Sell	10,414 -276,646	-96%	-$7.22M	﹤0.01%	1547
2025 Q1	$8.03M	Buy	287,060 +282,105	+5,693%	+$7.86M	0.11%	219
2024 Q4	$135K	Buy	+4,955	New	+$141K	﹤0.01%	1553

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 22.9% 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

Empowered Funds's SCHD Position: Q4 2025 in Review

Empowered Funds sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 10,570 shares — an estimated $289K sold.

Empowered Funds first reported a position in SCHD in Q4 2024 and held it in 4 quarters. The position peaked at $8.03M in Q1 2025. 1,951 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Empowered Funds reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
Empowered Funds sold 10,570 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $289K.
Empowered Funds first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 4 quarters.
Empowered Funds's Schwab US Dividend Equity ETF position peaked at $8.03M in Q1 2025.
1,951 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.