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

Promethium 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	-9,434	Closed	-$258K	–	124
2025 Q3	$258K	Sell	9,434 -2,908	-24%	-$79.3K	0.15%	103
2025 Q2	$327K	Sell	12,342 -9,987	-45%	-$261K	0.2%	94
2025 Q1	$624K	Sell	22,329 -1,749	-7%	-$48.8K	0.4%	64
2024 Q4	$658K	Sell	24,078 -1,062	-4%	-$30.2K	0.45%	61
2024 Q3	$708K	Buy	+25,140	New	+$685K	0.5%	58

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

Promethium Advisors's SCHD Position: Q4 2025 in Review

Promethium Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 9,434 shares — an estimated $258K sold.

Promethium Advisors first reported a position in SCHD in Q3 2024 and held it in 5 quarters. The position peaked at $708K in Q3 2024. 1,951 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Promethium Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
Promethium Advisors sold 9,434 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $258K.
Promethium Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and held it in 5 quarters.
Promethium Advisors's Schwab US Dividend Equity ETF position peaked at $708K in Q3 2024.
1,951 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Promethium Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.