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

HFG 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	-10,770	Closed	-$294K	–	117
2025 Q3	$294K	Hold	10,770	–	–	0.22%	76
2025 Q2	$285K	Hold	10,770	–	–	0.23%	71
2025 Q1	$301K	Hold	10,770	–	–	0.26%	65
2024 Q4	$294K	Hold	10,770	–	–	0.26%	66
2024 Q3	$303K	Hold	10,770	–	–	0.27%	69
2024 Q2	$279K	Hold	10,770	–	–	0.26%	74
2024 Q1	$289K	Hold	10,770	–	–	0.26%	81
2023 Q4	$273K	Hold	10,770	–	–	0.26%	77
2023 Q3	$254K	Hold	10,770	–	–	0.28%	75
2023 Q2	$261K	Hold	10,770	–	–	0.28%	73
2023 Q1	$263K	Hold	10,770	–	–	0.3%	64
2022 Q4	$271K	Hold	10,770	–	–	0.32%	65
2022 Q3	$238K	Buy	+10,770	New	+$262K	0.33%	65

Other funds holding SCHD

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

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 New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

HFG Advisors's SCHD Position: Q4 2025 in Review

HFG Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 10,770 shares — an estimated $294K sold.

HFG Advisors first reported a position in SCHD in Q3 2022 and held it in 13 quarters. The position peaked at $303K in Q3 2024. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

HFG Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
HFG Advisors sold 10,770 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $294K.
HFG Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and held it in 13 quarters.
HFG Advisors's Schwab US Dividend Equity ETF position peaked at $303K in Q3 2024.
1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on HFG Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.