Clifford Swan Investment Counsel’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clifford Swan Investment Counsel’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	-7,823	Closed	-$219K	–	320
2025 Q1	$219K	Buy	+7,823	New	+$218K	0.01%	296
2023 Q1	–	Sell	-9,897	Closed	-$249K	–	305
2022 Q4	$249K	Hold	9,897	–	–	0.01%	277
2022 Q3	$219K	Sell	9,897 -375	-4%	-$9.11K	0.01%	293
2022 Q2	$245K	Buy	10,272 +2,388	+30%	+$60.7K	0.01%	292
2022 Q1	$207K	Sell	7,884 -3,666	-32%	-$96K	0.01%	317
2021 Q4	$311K	Buy	11,550 +3,525	+44%	+$91.6K	0.01%	280
2021 Q3	$208K	Sell	8,025 -336	-4%	-$8.54K	0.01%	322
2021 Q2	$212K	Buy	+8,361	New	+$211K	0.01%	316

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WANY

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clifford Swan Investment Counsel's SCHD Position: Q2 2025 in Review

Clifford Swan Investment Counsel sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 7,823 shares — an estimated $219K sold.

Clifford Swan Investment Counsel first reported a position in SCHD in Q2 2021 and held it in 8 quarters. The position peaked at $311K in Q4 2021. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Clifford Swan Investment Counsel reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
Clifford Swan Investment Counsel sold 7,823 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $219K.
Clifford Swan Investment Counsel first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and held it in 8 quarters.
Clifford Swan Investment Counsel's Schwab US Dividend Equity ETF position peaked at $311K in Q4 2021.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2025, filed 30 Jul 2025.