ORG Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

ORG Partners’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	$7.67M	Sell	279,654 -925	-0.3%	-$25.2K	1.35%	13
2025 Q3	$7.66M	Sell	280,579 -768	-0.3%	-$21K	1.4%	9
2025 Q2	$7.61M	Sell	281,347 -12,634	-4%	-$330K	1.62%	11
2025 Q1	$8.22M	Buy	293,981 +23,047	+9%	+$642K	2.02%	9
2024 Q4	$7.4M	Sell	270,934 -530	-0.2%	-$15.1K	1%	29
2024 Q3	$7.65M	Buy	271,464 +6,015	+2%	+$164K	1.22%	19
2024 Q2	$6.85M	Buy	+265,449	New	+$6.91M	0.85%	26
2024 Q1	–	Sell	-288,456	Closed	-$7.32M	–	979
2023 Q4	$7.32M	Buy	288,456 +38,208	+15%	+$911K	1.22%	17
2023 Q3	$5.9M	Sell	250,248 -25,752	-9%	-$632K	1.74%	7
2023 Q2	$6.72M	Buy	276,000 +7,671	+3%	+$183K	1.09%	18
2023 Q1	$6.58M	Buy	+268,329	New	+$6.71M	1.6%	14

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

ORG Partners's SCHD Position: Q4 2025 in Review

ORG Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.33% in Q4 2025, selling an estimated $25.2K and leaving 279,654 shares worth $7.67M. The position accounts for 1.35% of the portfolio, ranked #13.

ORG Partners first reported a position in SCHD in Q1 2023 and has held it in 11 quarters since. The position peaked at $8.22M in Q1 2025. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

ORG Partners held 279,654 shares of Schwab US Dividend Equity ETF worth $7.67M as of Q4 2025.
ORG Partners sold 925 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $25.2K.
Schwab US Dividend Equity ETF made up 1.35% of ORG Partners's portfolio in Q4 2025, its #13 holding.
ORG Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 11 quarters since.
ORG Partners's Schwab US Dividend Equity ETF position peaked at $8.22M in Q1 2025.
1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.