Werba Rubin Papier Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Werba Rubin Papier Wealth Management’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	-13,835	Closed	-$378K	–	271
2025 Q3	$378K	Buy	+13,835	New	+$377K	0.06%	147

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

Werba Rubin Papier Wealth Management's SCHD Position: Q4 2025 in Review

Werba Rubin Papier Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 13,835 shares — an estimated $378K sold.

Werba Rubin Papier Wealth Management first reported a position in SCHD in Q3 2025 and held it in 1 quarter. The position peaked at $378K in Q3 2025. 1,951 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Werba Rubin Papier Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
Werba Rubin Papier Wealth Management sold 13,835 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $378K.
Werba Rubin Papier Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and held it in 1 quarter.
Werba Rubin Papier Wealth Management's Schwab US Dividend Equity ETF position peaked at $378K in Q3 2025.
1,951 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.