Nalls Sherbakoff Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Nalls Sherbakoff Group’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	$661K	Sell	24,108 -200	-0.8%	-$5.44K	0.48%	43
2025 Q3	$664K	Hold	24,308	–	–	0.45%	47
2025 Q2	$644K	Buy	24,308 +2,085	+9%	+$54.5K	0.47%	45
2025 Q1	$621K	Buy	+22,223	New	+$619K	0.51%	40
2023 Q4	$592K	Buy	23,316 +195	+0.8%	+$4.65K	0.53%	35
2023 Q3	$545K	Hold	23,121	–	–	0.53%	36
2023 Q2	$536K	Hold	23,121	–	–	0.53%	37
2023 Q1	$557K	Buy	+23,121	New	+$578K	0.55%	35
2018 Q4	$387K	Buy	+24,693	New	+$412K	0.62%	35

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Nalls Sherbakoff Group's SCHD Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.82% in Q4 2025, selling an estimated $5.44K and leaving 24,108 shares worth $661K. The position accounts for 0.48% of the portfolio, ranked #43.

Nalls Sherbakoff Group first reported a position in SCHD in Q4 2018 and has held it in 9 quarters since. The position peaked at $664K in Q3 2025. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Nalls Sherbakoff Group held 24,108 shares of Schwab US Dividend Equity ETF worth $661K as of Q4 2025.
Nalls Sherbakoff Group sold 200 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $5.44K.
Schwab US Dividend Equity ETF made up 0.48% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #43 holding.
Nalls Sherbakoff Group first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Schwab US Dividend Equity ETF position peaked at $664K in Q3 2025.
1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.