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

Apexium Financial’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	$41.5M	Buy	1,520,165 +63,056	+4%	+$1.72M	2.02%	8
2025 Q2	$38.6M	Buy	1,457,109 +100,139	+7%	+$2.62M	2.05%	8
2025 Q1	$37.9M	Buy	1,356,970 +44,413	+3%	+$1.24M	2.26%	7
2024 Q4	$35.9M	Buy	1,312,557 +118,041	+10%	+$3.36M	2.18%	8
2024 Q3	$33.7M	Buy	1,194,516 +199,872	+20%	+$5.45M	2.22%	8
2024 Q2	$26M	Buy	994,644 +64,914	+7%	+$1.69M	1.86%	9
2024 Q1	$25M	Buy	929,730 +68,472	+8%	+$1.77M	1.89%	9
2023 Q4	$21.9M	Buy	861,258 +182,916	+27%	+$4.36M	1.57%	11
2023 Q3	$16M	Buy	678,342 +72,099	+12%	+$1.77M	1.6%	9
2023 Q2	$14.7M	Buy	606,243 +43,656	+8%	+$1.04M	1.3%	11
2023 Q1	$13.7M	Buy	562,587 +47,241	+9%	+$1.18M	1.35%	11
2022 Q4	$13M	Buy	515,346 +126,624	+33%	+$3.13M	1.35%	12
2022 Q3	$8.62M	Buy	388,722 +268,158	+222%	+$6.51M	1.07%	13
2022 Q2	$2.88M	Buy	120,564 +107,673	+835%	+$2.74M	1.66%	13
2022 Q1	$347K	Sell	12,891 -1,635	-11%	-$42.8K	0.18%	68
2021 Q4	$391K	Buy	+14,526	New	+$377K	0.2%	64

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Apexium Financial's SCHD Position: Q3 2025 in Review

Apexium Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.3% in Q3 2025, buying an estimated $1.72M and bringing the position to 1,520,165 shares worth $41.5M. The position accounts for 2.02% of the portfolio, ranked #8.

Apexium Financial first reported a position in SCHD in Q4 2021 and has held it in 16 quarters since. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Apexium Financial held 1,520,165 shares of Schwab US Dividend Equity ETF worth $41.5M as of Q3 2025.
Apexium Financial bought 63,056 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $1.72M.
Schwab US Dividend Equity ETF made up 2.02% of Apexium Financial's portfolio in Q3 2025, its #8 holding.
Apexium Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 16 quarters since.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.