Meritage Portfolio Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Meritage Portfolio 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	$261K	Buy	+9,498	New	+$258K	0.02%	281

Other funds holding SCHD

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

RIM

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

SLI

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 22.96% 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

Meritage Portfolio Management's SCHD Position: Q4 2025 in Review

Meritage Portfolio Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q4 2025: 9,498 shares worth $261K. The stake represents 0.02% of the portfolio and ranks #281 among its holdings.

1,945 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Meritage Portfolio Management held 9,498 shares of Schwab US Dividend Equity ETF worth $261K as of Q4 2025.
Schwab US Dividend Equity ETF was a new Meritage Portfolio Management position in Q4 2025.
Schwab US Dividend Equity ETF made up 0.02% of Meritage Portfolio Management's portfolio in Q4 2025, its #281 holding.
1,945 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.