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

Quadcap Wealth 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 Q3	–	Sell	-9,246	Closed	-$245K	–	426
2025 Q2	$245K	Buy	9,246 +61	+0.7%	+$1.59K	0.03%	345
2025 Q1	$257K	Buy	9,185 +39	+0.4%	+$1.09K	0.04%	325
2024 Q4	$250K	Buy	+9,146	New	+$260K	0.04%	331
2024 Q3	–	Sell	-9,981	Closed	-$236K	–	398
2024 Q2	$236K	Sell	9,981 -8,799	-47%	-$229K	0.04%	340
2024 Q1	$505K	Buy	18,780 +3,432	+22%	+$88.7K	0.11%	209
2023 Q4	$389K	Buy	+15,348	New	+$366K	0.1%	235

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Quadcap Wealth Management's SCHD Position: Q3 2025 in Review

Quadcap Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 9,246 shares — an estimated $245K sold.

Quadcap Wealth Management first reported a position in SCHD in Q4 2023 and held it in 6 quarters. The position peaked at $505K in Q1 2024. 1,808 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Quadcap Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
Quadcap Wealth Management sold 9,246 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $245K.
Quadcap Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 6 quarters.
Quadcap Wealth Management's Schwab US Dividend Equity ETF position peaked at $505K in Q1 2024.
1,808 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Quadcap Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.