LMKC
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L.M. Kohn & Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

L.M. Kohn & Company’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
-9,706
Closed -$257K – 244
2025
Q2 		$257K Buy
9,706
+140
+1% +$3.66K 0.07% 230
2025
Q1 		$267K Buy
+9,566
New +$267K 0.07% 223
2022
Q3 		– Sell
-14,658
Closed -$350K – 232
2022
Q2 		$350K Sell
14,658
-3,867
-21% -$98.4K 0.16% 152
2022
Q1 		$488K Buy
+18,525
New +$485K 0.19% 135

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

L.M. Kohn & Company's SCHD Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 9,706 shares — an estimated $257K sold.

L.M. Kohn & Company first reported a position in SCHD in Q1 2022 and held it in 4 quarters. The position peaked at $488K in Q1 2022. 1,806 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 9,706 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $257K.
  • L.M. Kohn & Company first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 4 quarters.
  • L.M. Kohn & Company's Schwab US Dividend Equity ETF position peaked at $488K in Q1 2022.
  • 1,806 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.