Bordeaux Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bordeaux Wealth Advisors’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	$545K	Sell	20,567 -1,898	-8%	-$49.6K	0.07%	83
2025 Q1	$628K	Buy	22,465 +623	+3%	+$17.4K	0.12%	76
2024 Q4	$597K	Sell	21,842 -1	-0%	-$28	0.1%	76
2024 Q3	$615K	Buy	21,843 +438	+2%	+$11.9K	0.11%	75
2024 Q2	$555K	Sell	21,405 -22,290	-51%	-$580K	0.11%	75
2024 Q1	$1.17M	Buy	43,695 +23,565	+117%	+$609K	0.39%	35
2023 Q4	$511K	Buy	20,130 +8,772	+77%	+$209K	0.17%	58
2023 Q3	$268K	Hold	11,358	–	–	0.11%	75
2023 Q2	$275K	Hold	11,358	–	–	0.11%	77
2023 Q1	$277K	Buy	+11,358	New	+$284K	0.14%	86

Other funds holding SCHD

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 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 New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bordeaux Wealth Advisors's SCHD Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.4% in Q2 2025, selling an estimated $49.6K and leaving 20,567 shares worth $545K. The position accounts for 0.07% of the portfolio, ranked #83.

Bordeaux Wealth Advisors first reported a position in SCHD in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.17M in Q1 2024. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Bordeaux Wealth Advisors held 20,567 shares of Schwab US Dividend Equity ETF worth $545K as of Q2 2025.
Bordeaux Wealth Advisors sold 1,898 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $49.6K.
Schwab US Dividend Equity ETF made up 0.07% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #83 holding.
Bordeaux Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 10 quarters since.
Bordeaux Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $1.17M in Q1 2024.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.