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Independence Bank of Kentucky’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Independence Bank of Kentucky’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
-1,500
Closed -$41K – 746
2025
Q3 		$41K Buy
+1,500
New +$40.9K 0.01% 427

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Independence Bank of Kentucky's SCHD Position: Q4 2025 in Review

Independence Bank of Kentucky sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 1,500 shares — an estimated $41K sold.

Independence Bank of Kentucky first reported a position in SCHD in Q3 2025 and held it in 1 quarter. The position peaked at $41K in Q3 2025. 1,938 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • Independence Bank of Kentucky reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Independence Bank of Kentucky sold 1,500 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $41K.
  • Independence Bank of Kentucky first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and held it in 1 quarter.
  • Independence Bank of Kentucky's Schwab US Dividend Equity ETF position peaked at $41K in Q3 2025.
  • 1,938 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Independence Bank of Kentucky's 13F filing for Q4 2025, filed 20 Jan 2026.