Summitry LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Summitry LLC’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	-10,099	Closed	-$276K	–	270
2025 Q3	$276K	Buy	+10,099	New	+$276K	0.01%	161

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 22.9% 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

Summitry LLC's SCHD Position: Q4 2025 in Review

Summitry LLC sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 10,099 shares — an estimated $276K sold.

Summitry LLC first reported a position in SCHD in Q3 2025 and held it in 1 quarter. The position peaked at $276K in Q3 2025. 1,951 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Summitry LLC reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
Summitry LLC sold 10,099 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $276K.
Summitry LLC first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and held it in 1 quarter.
Summitry LLC's Schwab US Dividend Equity ETF position peaked at $276K in Q3 2025.
1,951 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Summitry LLC's 13F filing for Q4 2025, filed 9 Feb 2026.