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

Benchmark 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
Q2 		$5.87M Sell
221,409
-5,653
-2% -$148K 2.61% 11
2025
Q1 		$6.35M Sell
227,062
-11,028
-5% -$307K 3.07% 9
2024
Q4 		$6.5M Buy
238,090
+202
+0.1% +$5.74K 3.2% 8
2024
Q3 		$6.7M Sell
237,888
-2,448
-1% -$66.7K 3.31% 8
2024
Q2 		$6.23M Sell
240,336
-300
-0.1% -$7.81K 3.32% 8
2024
Q1 		$6.47M Sell
240,636
-3,897
-2% -$101K 3.53% 6
2023
Q4 		$6.21M Sell
244,533
-13,341
-5% -$318K 3.67% 6
2023
Q3 		$6.08M Sell
257,874
-5,211
-2% -$128K 3.88% 6
2023
Q2 		$6.37M Sell
263,085
-15,474
-6% -$370K 3.84% 7
2023
Q1 		$6.83M Buy
278,559
+4,014
+1% +$100K 4.36% 6
2022
Q4 		$6.91M Buy
274,545
+61,626
+29% +$1.52M 4.98% 5
2022
Q3 		$4.71M Buy
212,919
+5,709
+3% +$139K 3.7% 7
2022
Q2 		$4.95M Sell
207,210
-21
-0% -$534 3.64% 8
2022
Q1 		$5.45M Buy
207,231
+4,215
+2% +$110K 3.66% 9
2021
Q4 		$5.47M Buy
203,016
+6,324
+3% +$164K 3.53% 9
2021
Q3 		$4.87M Sell
196,692
-17,145
-8% -$436K 3.42% 9
2021
Q2 		$5.39M Buy
213,837
+2,727
+1% +$68.9K 3.7% 9
2021
Q1 		$5.13M Buy
211,110
+3,801
+2% +$86.5K 3.81% 9
2020
Q4 		$4.43M Buy
207,309
+1,503
+0.7% +$30.5K 3.36% 9
2020
Q3 		$3.79M Buy
205,806
+1,206
+0.6% +$22.2K 2.99% 9
2020
Q2 		$3.53M Sell
204,600
-4,086
-2% -$69K 3.01% 11
2020
Q1 		$3.13M Sell
208,686
-3,375
-2% -$60.6K 3.13% 11
2019
Q4 		$4.09M Buy
+212,061
New +$3.97M 3.53% 9

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
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

Benchmark Wealth Management's SCHD Position: Q2 2025 in Review

Benchmark Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.5% in Q2 2025, selling an estimated $148K and leaving 221,409 shares worth $5.87M. The position accounts for 2.61% of the portfolio, ranked #11.

Benchmark Wealth Management first reported a position in SCHD in Q4 2019 and has held it in 23 quarters since. The position peaked at $6.91M in Q4 2022. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Benchmark Wealth Management held 221,409 shares of Schwab US Dividend Equity ETF worth $5.87M as of Q2 2025.
  • Benchmark Wealth Management sold 5,653 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $148K.
  • Schwab US Dividend Equity ETF made up 2.61% of Benchmark Wealth Management's portfolio in Q2 2025, its #11 holding.
  • Benchmark Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 23 quarters since.
  • Benchmark Wealth Management's Schwab US Dividend Equity ETF position peaked at $6.91M in Q4 2022.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.