Lowe Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lowe Wealth 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 Q3	$8.9K	Hold	326	–	–	﹤0.01%	260
2025 Q2	$8.64K	Hold	326	–	–	﹤0.01%	260
2025 Q1	$9.12K	Buy	326 +101	+45%	+$2.81K	﹤0.01%	256
2024 Q4	$6.15K	Hold	225	–	–	﹤0.01%	257
2024 Q3	$6.34K	Hold	225	–	–	﹤0.01%	245
2024 Q2	$5.83K	Hold	225	–	–	﹤0.01%	246
2024 Q1	$6.05K	Hold	225	–	–	﹤0.01%	241
2023 Q4	$5.71K	Buy	+225	New	+$5.36K	﹤0.01%	241

Other funds holding SCHD

RIM

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Lowe Wealth Advisors's SCHD Position: Q3 2025 in Review

Lowe Wealth Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2025 at 326 shares worth $8.9K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Lowe Wealth Advisors first reported a position in SCHD in Q4 2023 and has held it in 8 quarters since. The position peaked at $9.12K in Q1 2025. 1,806 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Lowe Wealth Advisors held 326 shares of Schwab US Dividend Equity ETF worth $8.9K as of Q3 2025.
Lowe Wealth Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q3 2025.
Schwab US Dividend Equity ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #260 holding.
Lowe Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 8 quarters since.
Lowe Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $9.12K in Q1 2025.
1,806 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.