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Cutter & Co Brokerage’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cutter & Co Brokerage’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
-69,466
Closed -$1.94M – 140
2025
Q1 		$1.94M Buy
69,466
+3,195
+5% +$89.1K 0.46% 49
2024
Q4 		$1.81M Buy
66,271
+811
+1% +$23.1K 0.44% 49
2024
Q3 		$1.84M Sell
65,460
-84
-0.1% -$2.29K 0.42% 51
2024
Q2 		$1.7M Sell
65,544
-1,023
-2% -$26.6K 0.41% 49
2024
Q1 		$1.79M Buy
66,567
+3,372
+5% +$87.1K 0.44% 49
2023
Q4 		$1.6M Buy
63,195
+243
+0.4% +$5.79K 0.45% 46
2023
Q3 		$1.48M Buy
62,952
+1,185
+2% +$29.1K 0.43% 45
2023
Q2 		$1.5M Buy
61,767
+8,277
+15% +$198K 0.44% 47
2023
Q1 		$1.3M Buy
53,490
+42,384
+382% +$1.06M 0.41% 54
2022
Q4 		$280K Buy
11,106
+783
+8% +$19.3K 0.09% 162
2022
Q3 		$229K Buy
10,323
+72
+0.7% +$1.75K 0.09% 170
2022
Q2 		$245K Buy
10,251
+75
+0.7% +$1.91K 0.08% 181
2022
Q1 		$268K Buy
10,176
+156
+2% +$4.08K 0.08% 178
2021
Q4 		$270K Buy
10,020
+1,548
+18% +$40.2K 0.07% 208
2021
Q3 		$210K Sell
8,472
-63
-0.7% -$1.6K 0.05% 263
2021
Q2 		$215K Buy
+8,535
New +$215K 0.05% 261

Other funds holding SCHD

LPL Financial
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cutter & Co Brokerage's SCHD Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 69,466 shares — an estimated $1.94M sold.

Cutter & Co Brokerage first reported a position in SCHD in Q2 2021 and held it in 16 quarters. The position peaked at $1.94M in Q1 2025. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 69,466 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $1.94M.
  • Cutter & Co Brokerage first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and held it in 16 quarters.
  • Cutter & Co Brokerage's Schwab US Dividend Equity ETF position peaked at $1.94M in Q1 2025.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.