MFC
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Mechanics Financial Corp’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mechanics Financial Corp’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
-3,858
Closed -$105K – 242
2025
Q3 		$105K Hold
3,858
– – 0.04% 139
2025
Q2 		$102K Hold
3,858
– – 0.04% 139
2025
Q1 		$108K Hold
3,858
– – 0.05% 137
2024
Q4 		$105K Buy
+3,858
New +$110K 0.05% 135

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Envestnet Asset Management
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Raymond James Financial
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mechanics Financial Corp's SCHD Position: Q4 2025 in Review

Mechanics Financial Corp sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 3,858 shares — an estimated $105K sold.

Mechanics Financial Corp first reported a position in SCHD in Q4 2024 and held it in 4 quarters. The position peaked at $108K in Q1 2025. 1,951 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • Mechanics Financial Corp reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Mechanics Financial Corp sold 3,858 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $105K.
  • Mechanics Financial Corp first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 4 quarters.
  • Mechanics Financial Corp's Schwab US Dividend Equity ETF position peaked at $108K in Q1 2025.
  • 1,951 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Mechanics Financial Corp's 13F filing for Q4 2025, filed 22 Jan 2026.