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Synovus Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Synovus Financial’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 		$3.62M Buy
132,745
+6,397
+5% +$175K 0.04% 256
2025
Q2 		$3.35M Buy
126,348
+36,051
+40% +$941K 0.04% 259
2025
Q1 		$2.52M Buy
90,297
+1,911
+2% +$53.3K 0.03% 303
2024
Q4 		$2.41M Sell
88,386
-39,165
-31% -$1.11M 0.03% 316
2024
Q3 		$3.59M Buy
127,551
+76,140
+148% +$2.07M 0.04% 268
2024
Q2 		$1.33M Buy
51,411
+5,979
+13% +$156K 0.02% 395
2024
Q1 		$1.22M Buy
45,432
+2,604
+6% +$67.3K 0.02% 416
2023
Q4 		$1.09M Buy
42,828
+5,760
+16% +$137K 0.02% 414
2023
Q3 		$874K Buy
37,068
+12,141
+49% +$298K 0.01% 472
2023
Q2 		$603K Buy
24,927
+10,074
+68% +$241K 0.01% 558
2023
Q1 		$362K Buy
14,853
+2,667
+22% +$66.7K ﹤0.01% 686
2022
Q4 		$307K Buy
12,186
+1,638
+16% +$40.4K ﹤0.01% 725
2022
Q3 		$233K Buy
10,548
+93
+0.9% +$2.26K ﹤0.01% 759
2022
Q2 		$250K Buy
+10,455
New +$266K ﹤0.01% 754
2020
Q2 		– Sell
-1,629
Closed -$24K – 2047
2020
Q1 		$24K Buy
+1,629
New +$29.2K ﹤0.01% 1309
2017
Q3 		– Sell
-948
Closed -$14K – 712
2017
Q2 		$14K Buy
+948
New +$14.2K ﹤0.01% 723

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

Synovus Financial's SCHD Position: Q3 2025 in Review

Synovus Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.1% in Q3 2025, buying an estimated $175K and bringing the position to 132,745 shares worth $3.62M. The position accounts for 0.04% of the portfolio, ranked #256.

Synovus Financial first reported a position in SCHD in Q2 2017 and has held it in 16 quarters since. 1,806 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

  • Synovus Financial held 132,745 shares of Schwab US Dividend Equity ETF worth $3.62M as of Q3 2025.
  • Synovus Financial bought 6,397 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $175K.
  • Schwab US Dividend Equity ETF made up 0.04% of Synovus Financial's portfolio in Q3 2025, its #256 holding.
  • Synovus Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and has held it in 16 quarters since.
  • 1,806 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.