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Waterloo Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Waterloo Capital’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
-7,834
Closed -$214K – 492
2025
Q3 		$214K Sell
7,834
-136
-2% -$3.71K 0.02% 431
2025
Q2 		$211K Buy
+7,970
New +$208K 0.02% 437
2025
Q1 		– Sell
-8,318
Closed -$227K – 415
2024
Q4 		$227K Buy
8,318
+953
+13% +$27.1K 0.02% 333
2024
Q3 		$208K Buy
+7,365
New +$201K 0.02% 342

Other funds holding SCHD

Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Waterloo Capital's SCHD Position: Q4 2025 in Review

Waterloo Capital sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 7,834 shares — an estimated $214K sold.

Waterloo Capital first reported a position in SCHD in Q3 2024 and held it in 4 quarters. The position peaked at $227K in Q4 2024. 1,951 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • Waterloo Capital reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Waterloo Capital sold 7,834 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $214K.
  • Waterloo Capital first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and held it in 4 quarters.
  • Waterloo Capital's Schwab US Dividend Equity ETF position peaked at $227K in Q4 2024.
  • 1,951 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Waterloo Capital's 13F filing for Q4 2025, filed 10 Feb 2026.