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Perritt Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Perritt Capital Management’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
-546
Closed -$14.9K – 251
2025
Q3 		$14.9K Buy
546
+62
+13% +$1.69K 0.01% 232
2025
Q2 		$12.8K Sell
484
-45
-9% -$1.18K 0.01% 252
2025
Q1 		$14.8K Buy
529
+4
+0.8% +$112 0.01% 250
2024
Q4 		$14.3K Hold
525
– – 0.01% 246
2024
Q3 		$14.8K Hold
525
– – 0.01% 251
2024
Q2 		$13.6K Hold
525
– – 0.01% 264
2024
Q1 		$14.1K Buy
+525
New +$13.6K 0.01% 265

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

Perritt Capital Management's SCHD Position: Q4 2025 in Review

Perritt Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 546 shares — an estimated $14.9K sold.

Perritt Capital Management first reported a position in SCHD in Q1 2024 and held it in 7 quarters. The position peaked at $14.9K in Q3 2025. 1,941 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • Perritt Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Perritt Capital Management sold 546 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $14.9K.
  • Perritt Capital Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and held it in 7 quarters.
  • Perritt Capital Management's Schwab US Dividend Equity ETF position peaked at $14.9K in Q3 2025.
  • 1,941 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.