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

Aletheian 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
Q2 		– Sell
-8,250
Closed -$231K – 103
2025
Q1 		$231K Buy
+8,250
New +$230K 0.13% 84

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Bank of America
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AAS
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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aletheian Wealth Advisors's SCHD Position: Q2 2025 in Review

Aletheian Wealth Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 8,250 shares — an estimated $231K sold.

Aletheian Wealth Advisors first reported a position in SCHD in Q1 2025 and held it in 1 quarter. The position peaked at $231K in Q1 2025. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Aletheian Wealth Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Aletheian Wealth Advisors sold 8,250 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $231K.
  • Aletheian Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and held it in 1 quarter.
  • Aletheian Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $231K in Q1 2025.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.