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Steve Schonfeld’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Steve Schonfeld’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
-78,500
Closed -$2.08M – 2532
2025
Q2 		$2.08M Buy
+78,500
New +$2.05M 0.01% 964

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

Steve Schonfeld's SCHD Position: Q3 2025 in Review

Steve Schonfeld sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 78,500 shares — an estimated $2.08M sold.

Steve Schonfeld first reported a position in SCHD in Q2 2025 and held it in 1 quarter. The position peaked at $2.08M in Q2 2025. 1,803 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

  • Steve Schonfeld reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Steve Schonfeld sold 78,500 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $2.08M.
  • Steve Schonfeld first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and held it in 1 quarter.
  • Steve Schonfeld's Schwab US Dividend Equity ETF position peaked at $2.08M in Q2 2025.
  • 1,803 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.