LGT Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

LGT Financial Advisors’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	-11,431	Closed	-$312K	–	347
2025 Q3	$312K	Buy	11,431 +8,359	+272%	+$228K	0.67%	38
2025 Q2	$81.4K	Sell	3,072 -1,251	-29%	-$32.7K	0.21%	82
2025 Q1	$121K	Sell	4,323 -1,581	-27%	-$44.1K	0.37%	58
2024 Q4	$161K	Sell	5,904 -372	-6%	-$10.6K	0.36%	51
2024 Q3	$177K	Sell	6,276 -6,774	-52%	-$185K	0.44%	41
2024 Q2	$338K	Sell	13,050 -1,023	-7%	-$26.6K	0.71%	33
2024 Q1	$378K	Sell	14,073 -3,801	-21%	-$98.2K	0.44%	43
2023 Q4	$454K	Sell	17,874 -564	-3%	-$13.4K	0.55%	36
2023 Q3	$435K	Sell	18,438 -5,262	-22%	-$129K	0.55%	30
2023 Q2	$574K	Buy	+23,700	New	+$566K	0.61%	48
2023 Q1	–	Sell	-105,120	Closed	-$2.65M	–	172
2022 Q4	$2.65M	Buy	+105,120	New	+$2.59M	3.11%	9

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

LGT Financial Advisors's SCHD Position: Q4 2025 in Review

LGT Financial Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 11,431 shares — an estimated $312K sold.

LGT Financial Advisors first reported a position in SCHD in Q4 2022 and held it in 11 quarters. The position peaked at $2.65M in Q4 2022. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

LGT Financial Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 11,431 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $312K.
LGT Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's Schwab US Dividend Equity ETF position peaked at $2.65M in Q4 2022.
1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.