McCarthy Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
McCarthy Asset Management's SCHD Position: Q4 2025 in Review
McCarthy Asset Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.2% in Q4 2025, selling an estimated $736K and leaving 816,140 shares worth $22.4M. The position accounts for 11.69% of the portfolio, ranked #3.
McCarthy Asset Management first reported a position in SCHD in Q4 2020 and has held it in 21 quarters since. The position peaked at $26.6M in Q4 2022. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.
- McCarthy Asset Management held 816,140 shares of Schwab US Dividend Equity ETF worth $22.4M as of Q4 2025.
- McCarthy Asset Management sold 27,083 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $736K.
- Schwab US Dividend Equity ETF made up 11.69% of McCarthy Asset Management's portfolio in Q4 2025, its #3 holding.
- McCarthy Asset Management first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 21 quarters since.
- McCarthy Asset Management's Schwab US Dividend Equity ETF position peaked at $26.6M in Q4 2022.
- 1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.
Based on McCarthy Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.