Obsidian Personal Planning Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Obsidian Personal Planning Solutions’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 Q3	$12.3M	Buy	458,722 +27,163	+6%	+$741K	4.26%	6
2025 Q2	$11.4M	Buy	431,559 +16,781	+4%	+$438K	4.63%	5
2025 Q1	$10.7M	Buy	414,778 +171,036	+70%	+$4.77M	4.78%	5
2024 Q4	$6.78M	Sell	243,742 -451,220	-65%	-$12.8M	3.27%	12
2024 Q3	$6.54M	Buy	694,962 +479,199	+222%	+$13.1M	3.42%	11
2024 Q2	$5.59M	Buy	215,763 +13,227	+7%	+$344K	3.41%	12
2024 Q1	$5.2M	Buy	202,536 +21,306	+12%	+$550K	3.41%	11
2023 Q4	$4.6M	Buy	181,230 +8,424	+5%	+$201K	3.5%	10
2023 Q3	$4.08M	Buy	172,806 +25,836	+18%	+$634K	3.48%	10
2023 Q2	$3.56M	Buy	146,970 +14,508	+11%	+$347K	4.38%	8
2023 Q1	$3.23M	Buy	132,462 +4,644	+4%	+$116K	4.71%	7
2022 Q4	$3.22M	Buy	127,818 +8,088	+7%	+$200K	5.16%	6
2022 Q3	$2.65M	Buy	+119,730	New	+$2.91M	4.85%	7

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

SLI

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Obsidian Personal Planning Solutions's SCHD Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.3% in Q3 2025, buying an estimated $741K and bringing the position to 458,722 shares worth $12.3M. The position accounts for 4.26% of the portfolio, ranked #6.

Obsidian Personal Planning Solutions first reported a position in SCHD in Q3 2022 and has held it in 13 quarters since. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Obsidian Personal Planning Solutions held 458,722 shares of Schwab US Dividend Equity ETF worth $12.3M as of Q3 2025.
Obsidian Personal Planning Solutions bought 27,163 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $741K.
Schwab US Dividend Equity ETF made up 4.26% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #6 holding.
Obsidian Personal Planning Solutions first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 13 quarters since.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.