Congress Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Congress Wealth Management’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	$13.5M	Buy	507,927 +24,685	+5%	+$645K	0.13%	185
2025 Q1	$13.5M	Buy	483,242 +190,123	+65%	+$5.3M	0.16%	160
2024 Q4	$8.01M	Sell	293,119 -1,433	-0.5%	-$40.7K	0.11%	227
2024 Q3	$8.3M	Sell	294,552 -22,674	-7%	-$618K	0.11%	233
2024 Q2	$8.22M	Buy	317,226 +1,869	+0.6%	+$48.6K	0.13%	199
2024 Q1	$8.48M	Sell	315,357 -9,681	-3%	-$250K	0.15%	183
2023 Q4	$8.25M	Buy	325,038 +11,619	+4%	+$277K	0.15%	178
2023 Q3	$7.39M	Buy	313,419 +18,405	+6%	+$452K	0.15%	177
2023 Q2	$7.14M	Buy	295,014 +53,370	+22%	+$1.28M	0.17%	159
2023 Q1	$5.89M	Buy	+241,644	New	+$6.04M	0.14%	171
2022 Q2	–	Sell	-10,962	Closed	-$289K	–	609
2022 Q1	$289K	Buy	10,962 +2,622	+31%	+$68.7K	0.01%	520
2021 Q4	$225K	Buy	+8,340	New	+$217K	﹤0.01%	577

Other funds holding SCHD

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Congress Wealth Management's SCHD Position: Q2 2025 in Review

Congress Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.1% in Q2 2025, buying an estimated $645K and bringing the position to 507,927 shares worth $13.5M. The position accounts for 0.13% of the portfolio, ranked #185.

Congress Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 12 quarters since. The position peaked at $13.5M in Q1 2025. 1,803 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Congress Wealth Management held 507,927 shares of Schwab US Dividend Equity ETF worth $13.5M as of Q2 2025.
Congress Wealth Management bought 24,685 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $645K.
Schwab US Dividend Equity ETF made up 0.13% of Congress Wealth Management's portfolio in Q2 2025, its #185 holding.
Congress Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 12 quarters since.
Congress Wealth Management's Schwab US Dividend Equity ETF position peaked at $13.5M in Q1 2025.
1,803 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.