Painted Porch Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Painted Porch Advisors’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	-1,095	Closed	-$29.9K	–	353
2025 Q3	$29.9K	Hold	1,095	–	–	0.01%	195
2025 Q2	$29K	Buy	1,095 +150	+16%	+$3.92K	0.01%	189
2025 Q1	$26.4K	Buy	945 +259	+38%	+$7.22K	0.01%	199
2024 Q4	$18.7K	Buy	686 +272	+66%	+$7.73K	0.01%	228
2024 Q3	$11.7K	Buy	414 +69	+20%	+$1.88K	0.01%	233
2024 Q2	$8.94K	Buy	+345	New	+$8.98K	0.01%	223

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 22.9% 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

Painted Porch Advisors's SCHD Position: Q4 2025 in Review

Painted Porch Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 1,095 shares — an estimated $29.9K sold.

Painted Porch Advisors first reported a position in SCHD in Q2 2024 and held it in 6 quarters. The position peaked at $29.9K in Q3 2025. 1,951 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Painted Porch Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
Painted Porch Advisors sold 1,095 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $29.9K.
Painted Porch Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and held it in 6 quarters.
Painted Porch Advisors's Schwab US Dividend Equity ETF position peaked at $29.9K in Q3 2025.
1,951 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.