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

Capital A 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 		– Sell
-513
Closed -$14.3K – 758
2025
Q1 		$14.3K Buy
513
+153
+43% +$4.26K 0.02% 259
2024
Q4 		$9.84K Buy
+360
New +$10.2K 0.02% 307

Other funds holding SCHD

LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital A Wealth Management's SCHD Position: Q2 2025 in Review

Capital A Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 513 shares — an estimated $14.3K sold.

Capital A Wealth Management first reported a position in SCHD in Q4 2024 and held it in 2 quarters. The position peaked at $14.3K in Q1 2025. 1,806 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Capital A Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 513 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $14.3K.
  • Capital A Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Schwab US Dividend Equity ETF position peaked at $14.3K in Q1 2025.
  • 1,806 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.