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Leuthold Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Leuthold Group’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
-8,827
Closed -$234K – 230
2025
Q2 		$234K Buy
+8,827
New +$231K 0.03% 198
2019
Q4 		– Sell
-11,238
Closed -$205K – 201
2019
Q3 		$205K Buy
+11,238
New +$201K 0.03% 172

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

Leuthold Group's SCHD Position: Q3 2025 in Review

Leuthold Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 8,827 shares — an estimated $234K sold.

Leuthold Group first reported a position in SCHD in Q3 2019 and held it in 2 quarters. The position peaked at $234K in Q2 2025. 1,806 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

  • Leuthold Group reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Leuthold Group sold 8,827 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $234K.
  • Leuthold Group first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and held it in 2 quarters.
  • Leuthold Group's Schwab US Dividend Equity ETF position peaked at $234K in Q2 2025.
  • 1,806 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Leuthold Group's 13F filing for Q3 2025, filed 6 Nov 2025.