Litman Gregory Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Litman Gregory Wealth 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 Q4	$191K	Sell	6,976 -3,312	-32%	-$90.1K	0.01%	149
2025 Q3	$281K	Sell	10,288 -625	-6%	-$17.1K	0.02%	127
2025 Q2	$289K	Buy	10,913 +74	+0.7%	+$1.93K	0.02%	119
2025 Q1	$303K	Buy	10,839 +66	+0.6%	+$1.84K	0.03%	117
2024 Q4	$294K	Buy	+10,773	New	+$306K	0.03%	108
2022 Q3	–	Sell	-44,100	Closed	-$1.05M	–	89
2022 Q2	$1.05M	Sell	44,100 -12,000	-21%	-$305K	0.15%	47
2022 Q1	$1.48M	Buy	56,100 +28,800	+105%	+$754K	0.22%	39
2021 Q4	$736K	Buy	27,300 +16,650	+156%	+$433K	0.13%	50
2021 Q3	$264K	Buy	+10,650	New	+$271K	0.05%	63
2021 Q2	–	Sell	-5,730	Closed	-$139K	–	167
2021 Q1	$139K	Buy	5,730 +4,380	+324%	+$99.6K	0.03%	66
2020 Q4	$29K	Buy	+1,350	New	+$27.4K	0.01%	116

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Litman Gregory Wealth Management's SCHD Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 32% in Q4 2025, selling an estimated $90.1K and leaving 6,976 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #149.

Litman Gregory Wealth Management first reported a position in SCHD in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.48M in Q1 2022. 1,951 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Litman Gregory Wealth Management held 6,976 shares of Schwab US Dividend Equity ETF worth $191K as of Q4 2025.
Litman Gregory Wealth Management sold 3,312 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $90.1K.
Schwab US Dividend Equity ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #149 holding.
Litman Gregory Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 11 quarters since.
Litman Gregory Wealth Management's Schwab US Dividend Equity ETF position peaked at $1.48M in Q1 2022.
1,951 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.