Koesten Hirschmann & Crabtree’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Koesten Hirschmann & Crabtree’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	–	197
2025 Q3	$41K	Hold	1,500	–	–	0.02%	91
2025 Q2	$39.8K	Hold	1,500	–	–	0.02%	92
2025 Q1	$41.9K	Hold	1,500	–	–	0.02%	90
2024 Q4	$41K	Hold	1,500	–	–	0.02%	88
2024 Q3	$42.3K	Hold	1,500	–	–	0.02%	86
2024 Q2	$40.3K	Hold	1,500	–	–	0.03%	96
2024 Q1	$40.3K	Hold	1,500	–	–	0.03%	96
2023 Q4	$38.1K	Hold	1,500	–	–	0.03%	81
2023 Q3	$35.4K	Hold	1,500	–	–	0.03%	67
2023 Q2	$36.3K	Hold	1,500	–	–	0.03%	72
2023 Q1	$36.6K	Hold	1,500	–	–	0.03%	77
2022 Q4	$37.8K	Buy	+1,500	New	+$37K	0.03%	73

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

Koesten Hirschmann & Crabtree's SCHD Position: Q4 2025 in Review

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

Koesten Hirschmann & Crabtree first reported a position in SCHD in Q4 2022 and held it in 12 quarters. The position peaked at $42.3K in Q3 2024. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 1,500 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $41K.
Koesten Hirschmann & Crabtree first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's Schwab US Dividend Equity ETF position peaked at $42.3K in Q3 2024.
1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.