Trust Company of Vermont’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Trust Company of Vermont’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	$242K	Sell	8,825 -312	-3%	-$8.48K	0.01%	331
2025 Q3	$249K	Sell	9,137 -1,110	-11%	-$30.3K	0.01%	330
2025 Q2	$272K	Buy	10,247 +949	+10%	+$24.8K	0.01%	307
2025 Q1	$260K	Buy	9,298 +106	+1%	+$2.96K	0.01%	312
2024 Q4	$251K	Buy	9,192 +498	+6%	+$14.2K	0.01%	315
2024 Q3	$245K	Buy	8,694 +333	+4%	+$9.07K	0.01%	307
2024 Q2	$217K	Buy	8,361 +687	+9%	+$17.9K	0.01%	309
2024 Q1	$206K	Hold	7,674	–	–	0.01%	308
2023 Q4	$195K	Hold	7,674	–	–	0.01%	280
2023 Q3	$181K	Hold	7,674	–	–	0.01%	304
2023 Q2	$186K	Hold	7,674	–	–	0.01%	312
2023 Q1	$187K	Hold	7,674	–	–	0.01%	314
2022 Q4	$193K	Hold	7,674	–	–	0.01%	301
2022 Q3	$170K	Hold	7,674	–	–	0.01%	318
2022 Q2	$183K	Hold	7,674	–	–	0.01%	306
2022 Q1	$202K	Hold	7,674	–	–	0.01%	308
2021 Q4	$207K	Buy	+7,674	New	+$199K	0.01%	315
2021 Q3	–	Sell	-7,674	Closed	-$193K	–	633
2021 Q2	$193K	Hold	7,674	–	–	0.01%	307
2021 Q1	$187K	Hold	7,674	–	–	0.01%	305
2020 Q4	$164K	Buy	+7,674	New	+$156K	0.01%	317

Other funds holding SCHD

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

SLI

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Trust Company of Vermont's SCHD Position: Q4 2025 in Review

Trust Company of Vermont reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.4% in Q4 2025, selling an estimated $8.48K and leaving 8,825 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #331.

Trust Company of Vermont first reported a position in SCHD in Q4 2020 and has held it in 20 quarters since. The position peaked at $272K in Q2 2025. 1,935 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Trust Company of Vermont held 8,825 shares of Schwab US Dividend Equity ETF worth $242K as of Q4 2025.
Trust Company of Vermont sold 312 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $8.48K.
Schwab US Dividend Equity ETF made up 0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #331 holding.
Trust Company of Vermont first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 20 quarters since.
Trust Company of Vermont's Schwab US Dividend Equity ETF position peaked at $272K in Q2 2025.
1,935 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.