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Grey Fox Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Grey Fox Wealth Advisors’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
-34
Closed -$920 – 508
2025
Q3 		$920 Buy
+34
New +$928 ﹤0.01% 580
2023
Q2 		– Sell
-27
Closed -$664 – 428
2023
Q1 		$664 Sell
27
-87
-76% -$2.17K ﹤0.01% 483
2022
Q4 		$2.87K Buy
+114
New +$2.81K ﹤0.01% 333

Other funds holding SCHD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Grey Fox Wealth Advisors's SCHD Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 34 shares — an estimated $920 sold.

Grey Fox Wealth Advisors first reported a position in SCHD in Q4 2022 and held it in 3 quarters. The position peaked at $2.87K in Q4 2022. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 34 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $920.
  • Grey Fox Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $2.87K in Q4 2022.
  • 1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.