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Berkeley Capital Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Berkeley Capital Partners’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
-7,943
Closed -$222K – 183
2025
Q1 		$222K Buy
+7,943
New +$221K 0.06% 157

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Berkeley Capital Partners's SCHD Position: Q2 2025 in Review

Berkeley Capital Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 7,943 shares — an estimated $222K sold.

Berkeley Capital Partners first reported a position in SCHD in Q1 2025 and held it in 1 quarter. The position peaked at $222K in Q1 2025. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Berkeley Capital Partners reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Berkeley Capital Partners sold 7,943 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $222K.
  • Berkeley Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and held it in 1 quarter.
  • Berkeley Capital Partners's Schwab US Dividend Equity ETF position peaked at $222K in Q1 2025.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Berkeley Capital Partners's 13F filing for Q2 2025, filed 30 Jul 2025.