Crew Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Crew Capital 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	–	Sell	-31,406	Closed	-$878K	–	152
2025 Q1	$878K	Sell	31,406 -766	-2%	-$21.4K	0.72%	47
2024 Q4	$879K	Sell	32,172 -21,333	-40%	-$606K	0.73%	45
2024 Q3	$1.51M	Sell	53,505 -12,579	-19%	-$343K	1.21%	14
2024 Q2	$1.71M	Sell	66,084 -19,083	-22%	-$497K	1.37%	12
2024 Q1	$2.29M	Sell	85,167 -68,541	-45%	-$1.77M	1.86%	11
2023 Q4	$3.9M	Buy	153,708 +7,866	+5%	+$187K	3.97%	9
2023 Q3	$3.44M	Buy	145,842 +49,515	+51%	+$1.22M	3.7%	9
2023 Q2	$2.33M	Buy	96,327 +63,792	+196%	+$1.52M	2.65%	10
2023 Q1	$793K	Buy	32,535 +15,654	+93%	+$391K	1.14%	27
2022 Q4	$425K	Buy	16,881 +6,981	+71%	+$172K	0.61%	37
2022 Q3	$219K	Buy	+9,900	New	+$241K	0.3%	86

Other funds holding SCHD

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 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 $374B AUM 17.66% 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

Crew Capital Management's SCHD Position: Q2 2025 in Review

Crew Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 31,406 shares — an estimated $878K sold.

Crew Capital Management first reported a position in SCHD in Q3 2022 and held it in 11 quarters. The position peaked at $3.9M in Q4 2023. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Crew Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
Crew Capital Management sold 31,406 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $878K.
Crew Capital Management first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and held it in 11 quarters.
Crew Capital Management's Schwab US Dividend Equity ETF position peaked at $3.9M in Q4 2023.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Crew Capital Management's 13F filing for Q2 2025, filed 14 Jul 2025.