SteelPeak Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

SteelPeak Wealth’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	-29,107	Closed	-$795K	–	635
2025 Q3	$795K	Buy	+29,107	New	+$794K	0.03%	330
2025 Q1	–	Sell	-9,744	Closed	-$266K	–	668
2024 Q4	$266K	Sell	9,744 -71,109	-88%	-$2.02M	0.01%	437
2024 Q3	$2.28M	Sell	80,853 -26,520	-25%	-$722K	0.1%	157
2024 Q2	$2.81M	Sell	107,373 -9,159	-8%	-$238K	0.13%	128
2024 Q1	$3.13M	Sell	116,532 -169,164	-59%	-$4.37M	0.16%	118
2023 Q4	$7.25M	Sell	285,696 -31,836	-10%	-$759K	0.42%	69
2023 Q3	$7.49M	Buy	317,532 +3,597	+1%	+$88.3K	0.47%	52
2023 Q2	$7.6M	Buy	+313,935	New	+$7.5M	0.45%	52

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SteelPeak Wealth's SCHD Position: Q4 2025 in Review

SteelPeak Wealth sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 29,107 shares — an estimated $795K sold.

SteelPeak Wealth first reported a position in SCHD in Q2 2023 and held it in 8 quarters. The position peaked at $7.6M in Q2 2023. 1,941 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

SteelPeak Wealth reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 29,107 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $795K.
SteelPeak Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and held it in 8 quarters.
SteelPeak Wealth's Schwab US Dividend Equity ETF position peaked at $7.6M in Q2 2023.
1,941 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.