Stephens Consulting’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Stephens Consulting’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	-2,704	Closed	-$71.7K	–	1019
2025 Q2	$71.7K	Sell	2,704 -726	-21%	-$19K	0.02%	165
2025 Q1	$95.9K	Sell	3,430 -9,893	-74%	-$276K	0.02%	145
2024 Q4	$364K	Sell	13,323 -11,061	-45%	-$314K	0.09%	75
2024 Q3	$687K	Sell	24,384 -2,403	-9%	-$65.5K	0.18%	48
2024 Q2	$694K	Sell	26,787 -3,897	-13%	-$101K	0.2%	42
2024 Q1	$825K	Sell	30,684 -528	-2%	-$13.6K	0.25%	35
2023 Q4	$792K	Sell	31,212 -1,383	-4%	-$33K	0.27%	34
2023 Q3	$769K	Sell	32,595 -9,564	-23%	-$235K	0.31%	34
2023 Q2	$1.02M	Sell	42,159 -16,545	-28%	-$395K	0.4%	31
2023 Q1	$1.43M	Buy	+58,704	New	+$1.47M	0.86%	23

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stephens Consulting's SCHD Position: Q3 2025 in Review

Stephens Consulting sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 2,704 shares — an estimated $71.7K sold.

Stephens Consulting first reported a position in SCHD in Q1 2023 and held it in 10 quarters. The position peaked at $1.43M in Q1 2023. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Stephens Consulting reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 2,704 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $71.7K.
Stephens Consulting first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and held it in 10 quarters.
Stephens Consulting's Schwab US Dividend Equity ETF position peaked at $1.43M in Q1 2023.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.