Arnold Van Den Berg's SCHD Position Overview
Arnold Van Den Berg (via Van Den Berg Management I, INC) currently holds 1,899 shares of Schwab US Dividend Equity ETF (SCHD) worth $51,843, representing 0.01% of the portfolio. First purchased in 2023-Q4, this short-term holding has been held for 8 quarters.
Based on 13F filings, Arnold Van Den Berg has maintained this position in SCHD for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 1,218 shares. Largest reduction occurred in Q2 2025, reducing 19 shares.
Analysis based on 13F filings available since 2013 Q2
Arnold Van Den Berg's Schwab US Dividend Equity ETF (SCHD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Dividend Equity ETF (SCHD) Trades by Arnold Van Den Berg
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2023 | +609 | New Buy | 609 | $76.13 |
| Q4 2024 | +1,218 | Add 200.00% | 1,827 | $27.32 |
| Q1 2025 | +96 | Add 5.25% | 1,923 | $27.96 |
| Q2 2025 | -19 | Reduce 0.99% | 1,904 | $26.50 |
| Q3 2025 | -5 | Reduce 0.26% | 1,899 | $27.30 |
Arnold Van Den Berg's Schwab US Dividend Equity ETF Investment FAQs
Arnold Van Den Berg first purchased Schwab US Dividend Equity ETF (SCHD) in Q4 2023, acquiring 609 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg has held Schwab US Dividend Equity ETF (SCHD) for 8 quarters since Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg's largest addition to Schwab US Dividend Equity ETF (SCHD) was in Q4 2024, adding 1,827 shares worth $49,914. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Arnold Van Den Berg's firm, Van Den Berg Management I, INC, owns 1,899 shares of Schwab US Dividend Equity ETF (SCHD), valued at approximately $51,843. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Schwab US Dividend Equity ETF (SCHD) represents approximately 0.01% of Arnold Van Den Berg's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg's peak holding in Schwab US Dividend Equity ETF (SCHD) was 1,923 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.