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Sonora Investment Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sonora Investment 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
Q3 		$1.1M Buy
40,398
+1,238
+3% +$33.8K 0.08% 125
2025
Q2 		$1.04M Buy
39,160
+3,515
+10% +$91.8K 0.08% 129
2025
Q1 		$997K Buy
35,645
+11,421
+47% +$318K 0.08% 129
2024
Q4 		$662K Buy
24,224
+2,678
+12% +$76.1K 0.05% 148
2024
Q3 		$607K Sell
21,546
-291
-1% -$7.93K 0.05% 156
2024
Q2 		$587K Hold
21,837
– – 0.05% 161
2024
Q1 		$587K Buy
21,837
+765
+4% +$19.8K 0.05% 161
2023
Q4 		$535K Sell
21,072
-213
-1% -$5.08K 0.04% 160
2023
Q3 		$502K Buy
21,285
+4,302
+25% +$106K 0.04% 162
2023
Q2 		$411K Sell
16,983
-1,635
-9% -$39.1K 0.03% 171
2023
Q1 		$454K Buy
18,618
+1,332
+8% +$33.3K 0.04% 167
2022
Q4 		$435K Buy
+17,286
New +$427K 0.04% 168
2022
Q2 		– Sell
-7,617
Closed -$200K – 257
2022
Q1 		$200K Buy
+7,617
New +$199K 0.02% 208

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sonora Investment Management Group's SCHD Position: Q3 2025 in Review

Sonora Investment Management Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.2% in Q3 2025, buying an estimated $33.8K and bringing the position to 40,398 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #125.

Sonora Investment Management Group first reported a position in SCHD in Q1 2022 and has held it in 13 quarters since. 1,803 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

  • Sonora Investment Management Group held 40,398 shares of Schwab US Dividend Equity ETF worth $1.1M as of Q3 2025.
  • Sonora Investment Management Group bought 1,238 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $33.8K.
  • Schwab US Dividend Equity ETF made up 0.08% of Sonora Investment Management Group's portfolio in Q3 2025, its #125 holding.
  • Sonora Investment Management Group first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 13 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.