O'Connor Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

O'Connor Financial 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	–	Sell	-363,323	Closed	-$9.92M	–	63
2025 Q3	$9.92M	Buy	363,323 +10,634	+3%	+$290K	4.16%	10
2025 Q2	$9.65M	Buy	352,689 +37,895	+12%	+$990K	4.25%	9
2025 Q1	$8.8M	Buy	314,794 +38,308	+14%	+$1.07M	4.58%	7
2024 Q4	$7.55M	Buy	276,486 +20,940	+8%	+$595K	3.95%	10
2024 Q3	$7.2M	Buy	255,546 +35,712	+16%	+$973K	3.78%	10
2024 Q2	$5.7M	Buy	219,834 +15,195	+7%	+$396K	3.31%	11
2024 Q1	$5.5M	Buy	204,639 +12,873	+7%	+$333K	3.28%	13
2023 Q4	$4.87M	Buy	191,766 +19,215	+11%	+$458K	3.01%	12
2023 Q3	$4.07M	Buy	172,551 +21,861	+15%	+$536K	2.79%	12
2023 Q2	$3.65M	Buy	150,690 +19,356	+15%	+$462K	2.52%	14
2023 Q1	$3.2M	Buy	+131,334	New	+$3.28M	2.41%	15

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

O'Connor Financial Group's SCHD Position: Q4 2025 in Review

O'Connor Financial Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 363,323 shares — an estimated $9.92M sold.

O'Connor Financial Group first reported a position in SCHD in Q1 2023 and held it in 11 quarters. The position peaked at $9.92M in Q3 2025. 1,943 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

O'Connor Financial Group reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
O'Connor Financial Group sold 363,323 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $9.92M.
O'Connor Financial Group first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and held it in 11 quarters.
O'Connor Financial Group's Schwab US Dividend Equity ETF position peaked at $9.92M in Q3 2025.
1,943 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on O'Connor Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.