Clean Yield Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clean Yield 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 Q1	–	Sell	-1,698	Closed	-$46.4K	–	481
2024 Q4	$46.4K	Hold	1,698	–	–	0.01%	233
2024 Q3	$47.8K	Hold	1,698	–	–	0.02%	233
2024 Q2	$44K	Hold	1,698	–	–	0.02%	237
2024 Q1	$45.6K	Hold	1,698	–	–	0.02%	242
2023 Q4	$43.1K	Hold	1,698	–	–	0.02%	246
2023 Q3	$40.1K	Hold	1,698	–	–	0.02%	244
2023 Q2	$41.1K	Hold	1,698	–	–	0.02%	248
2023 Q1	$41.4K	Hold	1,698	–	–	0.02%	247
2022 Q4	$42.8K	Hold	1,698	–	–	0.02%	240
2022 Q3	$38K	Hold	1,698	–	–	0.02%	245
2022 Q2	$41K	Hold	1,698	–	–	0.02%	246
2022 Q1	$45K	Hold	1,698	–	–	0.02%	262
2021 Q4	$46K	Hold	1,698	–	–	0.01%	270
2021 Q3	$42K	Hold	1,698	–	–	0.01%	273
2021 Q2	$43K	Buy	+1,698	New	+$42.9K	0.01%	264

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Clean Yield Group's SCHD Position: Q1 2025 in Review

Clean Yield Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 1,698 shares — an estimated $46.4K sold.

Clean Yield Group first reported a position in SCHD in Q2 2021 and held it in 15 quarters. The position peaked at $47.8K in Q3 2024. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

Clean Yield Group reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
Clean Yield Group sold 1,698 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $46.4K.
Clean Yield Group first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and held it in 15 quarters.
Clean Yield Group's Schwab US Dividend Equity ETF position peaked at $47.8K in Q3 2024.
1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Clean Yield Group's 13F filing for Q1 2025, filed 14 Apr 2025.