CIG
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CHB Investment Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

CHB Investment Group’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 		$2.55M Buy
96,186
+693
+0.7% +$18.1K 1.3% 38
2025
Q1 		$2.67M Buy
95,493
+765
+0.8% +$21.3K 1.42% 27
2024
Q4 		$2.59M Sell
94,728
-3,144
-3% -$89.4K 1.41% 34
2024
Q3 		$2.76M Buy
+97,872
New +$2.67M 1.46% 31

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

CHB Investment Group's SCHD Position: Q2 2025 in Review

CHB Investment Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.73% in Q2 2025, buying an estimated $18.1K and bringing the position to 96,186 shares worth $2.55M. The position accounts for 1.3% of the portfolio, ranked #38.

CHB Investment Group first reported a position in SCHD in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.76M in Q3 2024. 1,806 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • CHB Investment Group held 96,186 shares of Schwab US Dividend Equity ETF worth $2.55M as of Q2 2025.
  • CHB Investment Group bought 693 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $18.1K.
  • Schwab US Dividend Equity ETF made up 1.3% of CHB Investment Group's portfolio in Q2 2025, its #38 holding.
  • CHB Investment Group first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 4 quarters since.
  • CHB Investment Group's Schwab US Dividend Equity ETF position peaked at $2.76M in Q3 2024.
  • 1,806 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.