Hopwood Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Hopwood Financial Services’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	-130,462	Closed	-$3.56M	–	249
2025 Q3	$3.56M	Sell	130,462 -27,931	-18%	-$762K	2.38%	10
2025 Q2	$4.2M	Sell	158,393 -13,361	-8%	-$349K	3.28%	8
2025 Q1	$4.8M	Sell	171,754 -434	-0.3%	-$12.1K	3.71%	8
2024 Q4	$4.7M	Buy	+172,188	New	+$4.89M	3.56%	8

Other funds holding SCHD

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

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 New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Hopwood Financial Services's SCHD Position: Q4 2025 in Review

Hopwood Financial Services sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 130,462 shares — an estimated $3.56M sold.

Hopwood Financial Services first reported a position in SCHD in Q4 2024 and held it in 4 quarters. The position peaked at $4.8M in Q1 2025. 1,947 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Hopwood Financial Services reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
Hopwood Financial Services sold 130,462 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $3.56M.
Hopwood Financial Services first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 4 quarters.
Hopwood Financial Services's Schwab US Dividend Equity ETF position peaked at $4.8M in Q1 2025.
1,947 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.