Tucker Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$113K Buy
4,124
+557
+16% +$15.1K 0.03% 174
2025
Q3
$97.4K Buy
3,567
+1,514
+74% +$41.3K 0.03% 152
2025
Q2
$54.4K Sell
2,053
-500
-20% -$13.1K 0.02% 161
2025
Q1
$71.4K Sell
2,553
-623
-20% -$17.4K 0.02% 156
2024
Q4
$86.8K Buy
3,176
+500
+19% +$14.2K 0.01% 264
2024
Q3
$75.4K Hold
2,676
0.02% 267
2024
Q2
$69.4K Hold
2,676
0.02% 330
2024
Q1
$71.9K Hold
2,676
0.02% 353
2023
Q4
$67.9K Hold
2,676
0.02% 287
2023
Q3
$63.1K Buy
+2,676
New +$65.7K 0.02% 280
2023
Q1
Sell
-396
Closed -$10K 1215
2022
Q4
$10K Sell
396
-2,937
-88% -$72.5K ﹤0.01% 350
2022
Q3
$82.1K Buy
+3,333
New +$81K 0.03% 94

Other funds holding SCHD

Tucker Asset Management's SCHD Position: Q4 2025 in Review

Tucker Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 16% in Q4 2025, buying an estimated $15.1K and bringing the position to 4,124 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #174.

Tucker Asset Management first reported a position in SCHD in Q3 2022 and has held it in 12 quarters since. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • Tucker Asset Management held 4,124 shares of Schwab US Dividend Equity ETF worth $113K as of Q4 2025.
  • Tucker Asset Management bought 557 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $15.1K.
  • Schwab US Dividend Equity ETF made up 0.03% of Tucker Asset Management's portfolio in Q4 2025, its #174 holding.
  • Tucker Asset Management first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 12 quarters since.
  • 1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.