Fiduciary Advisors Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fiduciary Advisors Inc’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	-17,624	Closed	-$481K	–	129
2025 Q3	$481K	Buy	17,624 +168	+1%	+$4.58K	0.39%	32
2025 Q2	$463K	Buy	17,456 +170	+1%	+$4.44K	0.41%	31
2025 Q1	$483K	Buy	17,286 +154	+0.9%	+$4.29K	0.48%	30
2024 Q4	$468K	Buy	+17,132	New	+$487K	0.47%	30

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

Fiduciary Advisors Inc's SCHD Position: Q4 2025 in Review

Fiduciary Advisors Inc sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 17,624 shares — an estimated $481K sold.

Fiduciary Advisors Inc first reported a position in SCHD in Q4 2024 and held it in 4 quarters. The position peaked at $483K in Q1 2025. 1,942 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Fiduciary Advisors Inc reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
Fiduciary Advisors Inc sold 17,624 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $481K.
Fiduciary Advisors Inc first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 4 quarters.
Fiduciary Advisors Inc's Schwab US Dividend Equity ETF position peaked at $483K in Q1 2025.
1,942 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Fiduciary Advisors Inc's 13F filing for Q4 2025, filed 27 Jan 2026.