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Community Financial Services Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Community Financial Services 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
-19,506
Closed -$533K – 110
2024
Q4 		$533K Sell
19,506
-103,626
-84% -$2.95M 0.11% 77
2024
Q3 		$3.47M Sell
123,132
-3,267
-3% -$89K 0.71% 47
2024
Q2 		$3.28M Buy
126,399
+3,117
+3% +$81.1K 0.71% 47
2024
Q1 		$3.31M Buy
+123,282
New +$3.18M 0.75% 46

Other funds holding SCHD

LPL Financial
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
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
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Community Financial Services Group's SCHD Position: Q1 2025 in Review

Community Financial Services Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 19,506 shares — an estimated $533K sold.

Community Financial Services Group first reported a position in SCHD in Q1 2024 and held it in 4 quarters. The position peaked at $3.47M in Q3 2024. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

  • Community Financial Services Group reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Community Financial Services Group sold 19,506 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $533K.
  • Community Financial Services Group first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and held it in 4 quarters.
  • Community Financial Services Group's Schwab US Dividend Equity ETF position peaked at $3.47M in Q3 2024.
  • 1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Community Financial Services Group's 13F filing for Q1 2025, filed 23 Apr 2025.