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

Guerra 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 Q3	$159K	Buy	+5,821	New	+$159K	0.06%	98

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

Guerra Advisors's SCHD Position: Q3 2025 in Review

Guerra Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2025: 5,821 shares worth $159K. The stake represents 0.06% of the portfolio and ranks #98 among its holdings.

1,802 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Guerra Advisors held 5,821 shares of Schwab US Dividend Equity ETF worth $159K as of Q3 2025.
Schwab US Dividend Equity ETF was a new Guerra Advisors position in Q3 2025.
Schwab US Dividend Equity ETF made up 0.06% of Guerra Advisors's portfolio in Q3 2025, its #98 holding.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.