Solitude Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Solitude Financial Services’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	-7,771	Closed	-$206K	–	42
2025 Q2	$206K	Sell	7,771 -1,259	-14%	-$32.9K	0.07%	37
2025 Q1	$252K	Sell	9,030 -75	-0.8%	-$2.09K	0.1%	35
2024 Q4	$249K	Sell	9,105 -180	-2%	-$5.12K	0.11%	29
2024 Q3	$262K	Sell	9,285 -720	-7%	-$19.6K	0.11%	31
2024 Q2	$259K	Sell	10,005 -16,380	-62%	-$426K	0.12%	32
2024 Q1	$709K	Sell	26,385 -5,970	-18%	-$154K	0.33%	26
2023 Q4	$821K	Sell	32,355 -4,020	-11%	-$95.8K	0.45%	32
2023 Q3	$858K	Sell	36,375 -2,340	-6%	-$57.4K	0.48%	34
2023 Q2	$937K	Buy	38,715 +4,164	+12%	+$99.5K	0.53%	32
2023 Q1	$843K	Buy	34,551 +9,696	+39%	+$242K	0.54%	34
2022 Q4	$626K	Buy	24,855 +45	+0.2%	+$1.11K	0.43%	35
2022 Q3	$549K	Buy	24,810 +9,660	+64%	+$235K	0.4%	35
2022 Q2	$362K	Buy	+15,150	New	+$385K	0.25%	41

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

Solitude Financial Services's SCHD Position: Q3 2025 in Review

Solitude Financial Services sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 7,771 shares — an estimated $206K sold.

Solitude Financial Services first reported a position in SCHD in Q2 2022 and held it in 13 quarters. The position peaked at $937K in Q2 2023. 1,808 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Solitude Financial Services reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
Solitude Financial Services sold 7,771 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $206K.
Solitude Financial Services first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and held it in 13 quarters.
Solitude Financial Services's Schwab US Dividend Equity ETF position peaked at $937K in Q2 2023.
1,808 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Solitude Financial Services's 13F filing for Q3 2025, filed 5 Nov 2025.