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Sonoma Allocations’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sonoma Allocations’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
-8,580
Closed -$228K – 152
2025
Q3 		$228K Buy
+8,580
New +$234K 0.08% 125

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SLI
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sonoma Allocations's SCHD Position: Q4 2025 in Review

Sonoma Allocations sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 8,580 shares — an estimated $228K sold.

Sonoma Allocations first reported a position in SCHD in Q3 2025 and held it in 1 quarter. The position peaked at $228K in Q3 2025. 1,949 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • Sonoma Allocations reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Sonoma Allocations sold 8,580 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $228K.
  • Sonoma Allocations first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and held it in 1 quarter.
  • Sonoma Allocations's Schwab US Dividend Equity ETF position peaked at $228K in Q3 2025.
  • 1,949 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Sonoma Allocations's 13F filing for Q4 2025, filed 23 Feb 2026.