GeoWealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

GeoWealth Management’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	-3	Closed	-$85	–	1137
2025 Q2	$85	Sell	3 -519,411	-100%	-$13.6M	﹤0.01%	1201
2025 Q1	$14.5M	Buy	519,414 +519,321	+558,410%	+$14.5M	0.58%	30
2024 Q4	$2.54K	Hold	93	–	–	﹤0.01%	1628
2024 Q3	$2.63K	Buy	+93	New	+$2.53K	﹤0.01%	1532
2024 Q1	–	Sell	-46,296	Closed	-$1.18M	–	898
2023 Q4	$1.18M	Buy	+46,296	New	+$1.1M	0.1%	195
2022 Q2	–	Sell	-58,119	Closed	-$1.53M	–	389
2022 Q1	$1.53M	Sell	58,119 -286,794	-83%	-$7.51M	0.13%	115
2021 Q4	$9.29M	Sell	344,913 -1,229,121	-78%	-$31.9M	0.76%	37
2021 Q3	$39M	Buy	+1,574,034	New	+$40M	3.21%	2
2019 Q4	–	Sell	-17,325	Closed	-$316K	–	185
2019 Q3	$316K	Buy	+17,325	New	+$310K	0.07%	141

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GeoWealth Management's SCHD Position: Q3 2025 in Review

GeoWealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 3 shares — an estimated $85 sold.

GeoWealth Management first reported a position in SCHD in Q3 2019 and held it in 9 quarters. The position peaked at $39M in Q3 2021. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

GeoWealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 3 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $85.
GeoWealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and held it in 9 quarters.
GeoWealth Management's Schwab US Dividend Equity ETF position peaked at $39M in Q3 2021.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.