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Carolinas Wealth Consulting’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Carolinas Wealth Consulting’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
-786,423
Closed -$22M – 766
2025
Q1 		$22M Sell
786,423
-2,458
-0.3% -$68.5K 4.73% 4
2024
Q4 		$21.6M Sell
788,881
-114,989
-13% -$3.27M 4.24% 6
2024
Q3 		$25.5M Buy
903,870
+4,827
+0.5% +$132K 4.62% 4
2024
Q2 		$23.6M Buy
899,043
+21,243
+2% +$553K 4.55% 5
2024
Q1 		$23.6M Buy
877,800
+70,551
+9% +$1.82M 4.65% 5
2023
Q4 		$20.5M Sell
807,249
-9,705
-1% -$231K 4.46% 6
2023
Q3 		$18.5M Sell
816,954
-99,612
-11% -$2.44M 4.62% 6
2023
Q2 		$22.2M Buy
916,566
+29,646
+3% +$708K 4.4% 5
2023
Q1 		$21.6M Sell
886,920
-21,801
-2% -$545K 4.6% 4
2022
Q4 		$22.9M Buy
908,721
+137,946
+18% +$3.4M 5.18% 4
2022
Q3 		$17.1M Buy
770,775
+70,671
+10% +$1.72M 4.32% 4
2022
Q2 		$16.7M Buy
700,104
+80,628
+13% +$2.05M 4.15% 4
2022
Q1 		$16.3M Buy
619,476
+50,382
+9% +$1.32M 3.6% 6
2021
Q4 		$15.3M Buy
569,094
+36,297
+7% +$943K 3.34% 10
2021
Q3 		$13.2M Buy
532,797
+30,756
+6% +$782K 3.07% 10
2021
Q2 		$12.7M Buy
502,041
+2,919
+0.6% +$73.7K 2.78% 11
2021
Q1 		$12.1M Buy
499,122
+52,032
+12% +$1.18M 2.95% 10
2020
Q4 		$9.56M Buy
447,090
+51,627
+13% +$1.05M 2.57% 11
2020
Q3 		$7.29M Buy
395,463
+101,793
+35% +$1.87M 2.45% 10
2020
Q2 		$5.07M Buy
293,670
+234,702
+398% +$3.96M 2% 16
2020
Q1 		$885K Buy
58,968
+56,472
+2,263% +$1.01M 0.48% 38
2019
Q4 		$48K Buy
+2,496
New +$46.8K 0.05% 69

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 22.96% 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

Carolinas Wealth Consulting's SCHD Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 786,423 shares — an estimated $22M sold.

Carolinas Wealth Consulting first reported a position in SCHD in Q4 2019 and held it in 22 quarters. The position peaked at $25.5M in Q3 2024. 1,803 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 786,423 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $22M.
  • Carolinas Wealth Consulting first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's Schwab US Dividend Equity ETF position peaked at $25.5M in Q3 2024.
  • 1,803 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.