Ransom Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.14M Buy
+41,680
New +$1.13M 0.45% 47
2025
Q1
Sell
-27,067
Closed -$739K 393
2024
Q4
$739K Buy
27,067
+2,260
+9% +$64.2K 0.34% 60
2024
Q3
$699K Buy
24,807
+3,018
+14% +$82.2K 0.33% 61
2024
Q2
$565K Sell
21,789
-150
-0.7% -$3.9K 0.28% 69
2024
Q1
$590K Buy
+21,939
New +$567K 0.31% 69

Other funds holding SCHD

Ransom Advisory's SCHD Position: Q4 2025 in Review

Ransom Advisory opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q4 2025: 41,680 shares worth $1.14M. The stake represents 0.45% of the portfolio and ranks #47 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in SCHD as recently as Q4 2024.

Ransom Advisory first reported a position in SCHD in Q1 2024 and has held it in 5 quarters since. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • Ransom Advisory held 41,680 shares of Schwab US Dividend Equity ETF worth $1.14M as of Q4 2025.
  • Schwab US Dividend Equity ETF was a new Ransom Advisory position in Q4 2025.
  • Schwab US Dividend Equity ETF made up 0.45% of Ransom Advisory's portfolio in Q4 2025, its #47 holding.
  • Ransom Advisory first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.