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Christopher J. Hasenberg’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Christopher J. Hasenberg’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 		$2.62K Buy
99
+30
+43% +$783 ﹤0.01% 189
2025
Q1 		$1.92K Hold
69
– – ﹤0.01% 174
2024
Q4 		$1.89K Hold
69
– – ﹤0.01% 164
2024
Q3 		$1.94K Hold
69
– – ﹤0.01% 153
2024
Q2 		$1.79K Buy
+69
New +$1.8K ﹤0.01% 125

Other funds holding SCHD

LPL Financial
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Christopher J. Hasenberg's SCHD Position: Q2 2025 in Review

Christopher J. Hasenberg increased its Schwab US Dividend Equity ETF (SCHD) stake by 43% in Q2 2025, buying an estimated $783 and bringing the position to 99 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Christopher J. Hasenberg first reported a position in SCHD in Q2 2024 and has held it in 5 quarters since. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Christopher J. Hasenberg held 99 shares of Schwab US Dividend Equity ETF worth $2.62K as of Q2 2025.
  • Christopher J. Hasenberg bought 30 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $783.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Christopher J. Hasenberg's portfolio in Q2 2025, its #189 holding.
  • Christopher J. Hasenberg first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 5 quarters since.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.