OGF
SCHD icon

Orin Green Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Orin Green Financial’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
-11,331
Closed -$309K – 83
2025
Q3 		$309K Buy
+11,331
New +$309K 0.12% 64

Other funds holding SCHD

Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Orin Green Financial's SCHD Position: Q4 2025 in Review

Orin Green Financial sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 11,331 shares — an estimated $309K sold.

Orin Green Financial first reported a position in SCHD in Q3 2025 and held it in 1 quarter. The position peaked at $309K in Q3 2025. 1,946 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • Orin Green Financial reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Orin Green Financial sold 11,331 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $309K.
  • Orin Green Financial first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and held it in 1 quarter.
  • Orin Green Financial's Schwab US Dividend Equity ETF position peaked at $309K in Q3 2025.
  • 1,946 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Orin Green Financial's 13F filing for Q4 2025, filed 6 Feb 2026.