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

Redmont Wealth 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	$4.32K	Buy	158 +2	+1%	+$54	0.01%	250
2025 Q3	$4.26K	Buy	156 +1	+0.6%	+$27	0.01%	261
2025 Q2	$4.1K	Buy	155 +2	+1%	+$52	0.01%	261
2025 Q1	$4.28K	Buy	+153	New	+$4.26K	0.01%	136
2024 Q4	–	Sell	-150	Closed	-$4.25K	–	258
2024 Q3	$4.25K	Buy	150 +3	+2%	+$82	0.01%	268
2024 Q2	$3.84K	Hold	147	–	–	0.01%	279
2024 Q1	$3.98K	Buy	+147	New	+$3.8K	0.01%	279
2023 Q1	–	Sell	-9,144	Closed	-$230K	–	103
2022 Q4	$230K	Sell	9,144 -771	-8%	-$19K	0.27%	94
2022 Q3	$220K	Buy	9,915 +915	+10%	+$22.2K	0.29%	85
2022 Q2	$215K	Hold	9,000	–	–	0.26%	94
2022 Q1	$237K	Hold	9,000	–	–	0.25%	87
2021 Q4	$242K	Buy	+9,000	New	+$234K	0.26%	89

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 22.96% 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

Redmont Wealth Advisors's SCHD Position: Q4 2025 in Review

Redmont Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.3% in Q4 2025, buying an estimated $54 and bringing the position to 158 shares worth $4.32K. The position accounts for 0.01% of the portfolio, ranked #250.

Redmont Wealth Advisors first reported a position in SCHD in Q4 2021 and has held it in 12 quarters since. The position peaked at $242K in Q4 2021. 1,943 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Redmont Wealth Advisors held 158 shares of Schwab US Dividend Equity ETF worth $4.32K as of Q4 2025.
Redmont Wealth Advisors bought 2 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $54.
Schwab US Dividend Equity ETF made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #250 holding.
Redmont Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 12 quarters since.
Redmont Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $242K in Q4 2021.
1,943 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.