Kathmere Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Kathmere Capital Management’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	–	Sell	-7,873	Closed	-$209K	–	547
2025 Q2	$209K	Buy	+7,873	New	+$206K	0.02%	447
2024 Q2	–	Sell	-15,426	Closed	-$415K	–	356
2024 Q1	$415K	Hold	15,426	–	–	0.05%	187
2023 Q4	$391K	Hold	15,426	–	–	0.05%	166
2023 Q3	$364K	Sell	15,426 -18,000	-54%	-$442K	0.05%	161
2023 Q2	$809K	Sell	33,426 -9,060	-21%	-$216K	0.13%	85
2023 Q1	$1.04M	Buy	+42,486	New	+$1.06M	0.17%	72

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

Kathmere Capital Management's SCHD Position: Q3 2025 in Review

Kathmere Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 7,873 shares — an estimated $209K sold.

Kathmere Capital Management first reported a position in SCHD in Q1 2023 and held it in 6 quarters. The position peaked at $1.04M in Q1 2023. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Kathmere Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
Kathmere Capital Management sold 7,873 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $209K.
Kathmere Capital Management first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and held it in 6 quarters.
Kathmere Capital Management's Schwab US Dividend Equity ETF position peaked at $1.04M in Q1 2023.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Kathmere Capital Management's 13F filing for Q3 2025, filed 22 Oct 2025.