Nicolet Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Nicolet Advisory Services's SCHD Position: Q4 2025 in Review
Nicolet Advisory Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.9% in Q4 2025, selling an estimated $9.82K and leaving 18,544 shares worth $529K. The position accounts for 0.04% of the portfolio, ranked #220.
Nicolet Advisory Services first reported a position in SCHD in Q2 2025 and has held it in 3 quarters since. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.
- Nicolet Advisory Services held 18,544 shares of Schwab US Dividend Equity ETF worth $529K as of Q4 2025.
- Nicolet Advisory Services sold 361 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $9.82K.
- Schwab US Dividend Equity ETF made up 0.04% of Nicolet Advisory Services's portfolio in Q4 2025, its #220 holding.
- Nicolet Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 3 quarters since.
- 1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.
Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.