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Greenline Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Greenline Partners’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
-5,958
Closed -$163K – 152
2025
Q3 		$163K Buy
+5,958
New +$163K 0.02% 143
2025
Q2 		– Sell
-3,109
Closed -$167K – 494
2025
Q1 		$167K Buy
+3,109
New +$86.7K 0.02% 141

Other funds holding SCHD

Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Greenline Partners's SCHD Position: Q4 2025 in Review

Greenline Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 5,958 shares — an estimated $163K sold.

Greenline Partners first reported a position in SCHD in Q1 2025 and held it in 2 quarters. The position peaked at $167K in Q1 2025. 1,951 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • Greenline Partners reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Greenline Partners sold 5,958 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $163K.
  • Greenline Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and held it in 2 quarters.
  • Greenline Partners's Schwab US Dividend Equity ETF position peaked at $167K in Q1 2025.
  • 1,951 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Greenline Partners's 13F filing for Q4 2025, filed 17 Feb 2026.