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Wisconsin Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wisconsin Wealth Advisors’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
-10,279
Closed -$281K – 91
2025
Q3 		$281K Sell
10,279
-15,696
-60% -$428K 0.27% 78
2025
Q2 		$688K Buy
25,975
+13,979
+117% +$365K 0.79% 45
2025
Q1 		$335K Buy
+11,996
New +$334K 0.48% 54

Other funds holding SCHD

Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wisconsin Wealth Advisors's SCHD Position: Q4 2025 in Review

Wisconsin Wealth Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 10,279 shares — an estimated $281K sold.

Wisconsin Wealth Advisors first reported a position in SCHD in Q1 2025 and held it in 3 quarters. The position peaked at $688K in Q2 2025. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • Wisconsin Wealth Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Wisconsin Wealth Advisors sold 10,279 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $281K.
  • Wisconsin Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and held it in 3 quarters.
  • Wisconsin Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $688K in Q2 2025.
  • 1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Wisconsin Wealth Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.