Avantax Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Avantax Advisory Services’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	$754M	Buy	28,436,927 +796,001	+3%	+$20.8M	4.14%	4
2025 Q1	$773M	Buy	27,640,926 +1,637,300	+6%	+$45.6M	4.69%	4
2024 Q4	$710M	Buy	26,003,626 +496,258	+2%	+$14.1M	4.46%	4
2024 Q3	$719M	Buy	25,507,368 +692,961	+3%	+$18.9M	4.72%	4
2024 Q2	$643M	Buy	24,814,407 +1,488,822	+6%	+$38.8M	4.59%	3
2024 Q1	$627M	Buy	23,325,585 +898,488	+4%	+$23.2M	5.56%	3
2023 Q4	$569M	Buy	22,427,097 +50,145	+0.2%	+$1.19M	5.65%	3
2023 Q3	$528M	Buy	22,376,952 +799,548	+4%	+$19.6M	5.91%	3
2023 Q2	$522M	Buy	21,577,404 +619,668	+3%	+$14.8M	5.97%	2
2023 Q1	$511M	Buy	20,957,736 +1,418,754	+7%	+$35.5M	6.26%	2
2022 Q4	$492M	Buy	19,538,982 +6,120,171	+46%	+$151M	6.56%	2
2022 Q3	$297M	Buy	13,418,811 +461,748	+4%	+$11.2M	4.56%	4
2022 Q2	$309M	Buy	12,957,063 +559,965	+5%	+$14.2M	4.66%	4
2022 Q1	$326M	Buy	12,397,098 +761,991	+7%	+$20M	4.48%	4
2021 Q4	$313M	Buy	11,635,107 +802,212	+7%	+$20.8M	4.72%	3
2021 Q3	$268M	Buy	10,832,895 +9,918,384	+1,085%	+$252M	4.47%	4
2021 Q2	$23.1M	Buy	914,511 +106,479	+13%	+$2.69M	0.42%	29
2021 Q1	$19.6M	Buy	808,032 +159,753	+25%	+$3.63M	0.42%	37
2020 Q4	$13.9M	Sell	648,279 -72,948	-10%	-$1.48M	0.33%	51
2020 Q3	$13.3M	Buy	721,227 +639,828	+786%	+$11.8M	0.21%	82
2020 Q2	$1.41M	Buy	81,399 +3,255	+4%	+$55K	0.04%	282
2020 Q1	$1.16M	Buy	78,144 +11,364	+17%	+$204K	0.03%	274
2019 Q4	$1.29M	Buy	66,780 +21,639	+48%	+$405K	0.03%	288
2019 Q3	$823K	Buy	45,141 +3,114	+7%	+$55.7K	0.03%	245
2019 Q2	$743K	Buy	42,027 +10,929	+35%	+$192K	0.03%	234
2019 Q1	$542K	Buy	31,098 +6,222	+25%	+$105K	0.03%	264
2018 Q4	$391K	Buy	+24,876	New	+$415K	0.07%	262

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Avantax Advisory Services's SCHD Position: Q2 2025 in Review

Avantax Advisory Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.9% in Q2 2025, buying an estimated $20.8M and bringing the position to 28,436,927 shares worth $754M. The position accounts for 4.14% of the portfolio, ranked #4.

Avantax Advisory Services first reported a position in SCHD in Q4 2018 and has held it in 27 quarters since. The position peaked at $773M in Q1 2025. 1,803 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Avantax Advisory Services held 28,436,927 shares of Schwab US Dividend Equity ETF worth $754M as of Q2 2025.
Avantax Advisory Services bought 796,001 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $20.8M.
Schwab US Dividend Equity ETF made up 4.14% of Avantax Advisory Services's portfolio in Q2 2025, its #4 holding.
Avantax Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Schwab US Dividend Equity ETF position peaked at $773M in Q1 2025.
1,803 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.