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Pandora Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Pandora Wealth’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 		$57.6K Hold
2,100
– – 0.04% 140
2025
Q3 		$57.3K Hold
2,100
– – 0.03% 137
2025
Q2 		$55.6K Hold
2,100
– – 0.03% 141
2025
Q1 		$58.7K Buy
+2,100
New +$58.5K 0.04% 134

Other funds holding SCHD

Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pandora Wealth's SCHD Position: Q4 2025 in Review

Pandora Wealth held its Schwab US Dividend Equity ETF (SCHD) position steady in Q4 2025 at 2,100 shares worth $57.6K. The position accounts for 0.04% of the portfolio, ranked #140.

Pandora Wealth first reported a position in SCHD in Q1 2025 and has held it in 4 quarters since. The position peaked at $58.7K in Q1 2025. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • Pandora Wealth held 2,100 shares of Schwab US Dividend Equity ETF worth $57.6K as of Q4 2025.
  • Pandora Wealth left its Schwab US Dividend Equity ETF share count unchanged in Q4 2025.
  • Schwab US Dividend Equity ETF made up 0.04% of Pandora Wealth's portfolio in Q4 2025, its #140 holding.
  • Pandora Wealth first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and has held it in 4 quarters since.
  • Pandora Wealth's Schwab US Dividend Equity ETF position peaked at $58.7K in Q1 2025.
  • 1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.