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Anderson Financial Strategies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Anderson Financial Strategies’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
-1,875
Closed -$52.4K – 170
2025
Q1 		$52.4K Hold
1,875
– – 0.03% 104
2024
Q4 		$51.2K Buy
+1,875
New +$53.3K 0.03% 64

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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

Anderson Financial Strategies's SCHD Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 1,875 shares — an estimated $52.4K sold.

Anderson Financial Strategies first reported a position in SCHD in Q4 2024 and held it in 2 quarters. The position peaked at $52.4K in Q1 2025. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 1,875 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $52.4K.
  • Anderson Financial Strategies first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's Schwab US Dividend Equity ETF position peaked at $52.4K in Q1 2025.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.