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

Redwood Wealth Management Group’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
-7,400
Closed -$202K – 192
2025
Q3 		$202K Sell
7,400
-300
-4% -$8.19K 0.09% 178
2025
Q2 		$204K Buy
+7,700
New +$201K 0.09% 174
2024
Q3 		– Sell
-6,360
Closed -$165K – 908
2024
Q2 		$165K Buy
+6,360
New +$166K 0.12% 130

Other funds holding SCHD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Redwood Wealth Management Group's SCHD Position: Q4 2025 in Review

Redwood Wealth Management Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 7,400 shares — an estimated $202K sold.

Redwood Wealth Management Group first reported a position in SCHD in Q2 2024 and held it in 3 quarters. The position peaked at $204K in Q2 2025. 1,936 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • Redwood Wealth Management Group reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Redwood Wealth Management Group sold 7,400 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $202K.
  • Redwood Wealth Management Group first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and held it in 3 quarters.
  • Redwood Wealth Management Group's Schwab US Dividend Equity ETF position peaked at $204K in Q2 2025.
  • 1,936 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Redwood Wealth Management Group's 13F filing for Q4 2025, filed 3 Feb 2026.