Greenleaf Trust’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Greenleaf Trust’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	-8,739	Closed	-$232K	–	834
2025 Q2	$232K	Sell	8,739 -900	-9%	-$23.5K	﹤0.01%	722
2025 Q1	$270K	Sell	9,639 -3,028	-24%	-$84.4K	﹤0.01%	679
2024 Q4	$346K	Buy	12,667 +799	+7%	+$22.7K	﹤0.01%	609
2024 Q3	$334K	Buy	11,868 +1,815	+18%	+$49.4K	﹤0.01%	629
2024 Q2	$261K	Sell	10,053 -10,944	-52%	-$285K	﹤0.01%	658
2024 Q1	$564K	Buy	20,997 +4,419	+27%	+$114K	0.01%	441
2023 Q4	$421K	Buy	16,578 +7,473	+82%	+$178K	﹤0.01%	513
2023 Q3	$215K	Sell	9,105 -960	-10%	-$23.6K	﹤0.01%	691
2023 Q2	$244K	Hold	10,065	–	–	﹤0.01%	661
2023 Q1	$245K	Buy	10,065 +1,950	+24%	+$48.8K	﹤0.01%	665
2022 Q4	$204K	Buy	+8,115	New	+$200K	﹤0.01%	699

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Greenleaf Trust's SCHD Position: Q3 2025 in Review

Greenleaf Trust sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 8,739 shares — an estimated $232K sold.

Greenleaf Trust first reported a position in SCHD in Q4 2022 and held it in 11 quarters. The position peaked at $564K in Q1 2024. 1,806 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Greenleaf Trust reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
Greenleaf Trust sold 8,739 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $232K.
Greenleaf Trust first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 11 quarters.
Greenleaf Trust's Schwab US Dividend Equity ETF position peaked at $564K in Q1 2024.
1,806 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Greenleaf Trust's 13F filing for Q3 2025, filed 22 Oct 2025.