Sand Hill Global Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sand Hill Global 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 Q3	–	Sell	-33,073	Closed	-$876K	–	211
2025 Q2	$876K	Buy	33,073 +4,557	+16%	+$119K	0.03%	123
2025 Q1	$797K	Sell	28,516 -1,385	-5%	-$38.6K	0.03%	125
2024 Q4	$817K	Hold	29,901	–	–	0.03%	117
2024 Q3	$843K	Sell	29,901 -1,185	-4%	-$32.3K	0.04%	113
2024 Q2	$806K	Buy	+31,086	New	+$809K	0.04%	117

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

Sand Hill Global Advisors's SCHD Position: Q3 2025 in Review

Sand Hill Global Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 33,073 shares — an estimated $876K sold.

Sand Hill Global Advisors first reported a position in SCHD in Q2 2024 and held it in 5 quarters. The position peaked at $876K in Q2 2025. 1,808 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Sand Hill Global Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
Sand Hill Global Advisors sold 33,073 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $876K.
Sand Hill Global Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and held it in 5 quarters.
Sand Hill Global Advisors's Schwab US Dividend Equity ETF position peaked at $876K in Q2 2025.
1,808 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Sand Hill Global Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.