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Accredited Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Accredited 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
Q3 		$7.7M Sell
18,574
-243,824
-93% -$6.65M 5.74% 4
2025
Q2 		$6.95M Buy
262,398
+14,424
+6% +$377K 5.63% 4
2025
Q1 		$6.93M Buy
247,974
+16,770
+7% +$467K 5.86% 4
2024
Q4 		$6.32M Buy
+231,204
New +$6.57M 5.53% 4

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Accredited Wealth Management's SCHD Position: Q3 2025 in Review

Accredited Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 93% in Q3 2025, selling an estimated $6.65M and leaving 18,574 shares worth $7.7M. The position accounts for 5.74% of the portfolio, ranked #4.

Accredited Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 4 quarters since. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

  • Accredited Wealth Management held 18,574 shares of Schwab US Dividend Equity ETF worth $7.7M as of Q3 2025.
  • Accredited Wealth Management sold 243,824 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $6.65M.
  • Schwab US Dividend Equity ETF made up 5.74% of Accredited Wealth Management's portfolio in Q3 2025, its #4 holding.
  • Accredited Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.